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Evolution Advisers’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Evolution Advisers’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-77
Closed -$1K – 217
2023
Q3 		$1K Buy
77
+37
+93% +$865 ﹤0.01% 127
2023
Q2 		$0 Hold
40
– – ﹤0.01% 153
2023
Q1 		$0 Sell
40
-3,238
-99% -$74K ﹤0.01% 143
2022
Q4 		$70K Buy
3,278
+3,238
+8,095% +$67.3K 0.05% 55
2022
Q3 		$0 Hold
40
– – ﹤0.01% 139
2022
Q2 		$0 Hold
40
– – ﹤0.01% 138
2022
Q1 		$0 Buy
+40
New +$1.01K ﹤0.01% 142

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Evolution Advisers's DFAX Position: Q4 2023 in Review

Evolution Advisers sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2023, closing a stake of 77 shares — an estimated $1K sold.

Evolution Advisers first reported a position in DFAX in Q1 2022 and held it in 7 quarters. The position peaked at $70K in Q4 2022. 428 funds tracked by Wall St. Rank hold DFAX as of Q4 2023.

  • Evolution Advisers reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Evolution Advisers sold 77 Dimensional World ex US Core Equity 2 ETF shares in Q4 2023, an estimated $1K.
  • Evolution Advisers first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and held it in 7 quarters.
  • Evolution Advisers's Dimensional World ex US Core Equity 2 ETF position peaked at $70K in Q4 2022.
  • 428 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2023.

Based on Evolution Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.