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First Horizon Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

First Horizon Advisors’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
2025
Q1 		– Sell
-5,274
Closed -$131K – 2334
2024
Q4 		$131K Hold
5,274
– – ﹤0.01% 622
2024
Q3 		$142K Buy
+5,274
New +$137K ﹤0.01% 625

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

First Horizon Advisors's DFAX Position: Q1 2025 in Review

First Horizon Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 5,274 shares — an estimated $131K sold.

First Horizon Advisors first reported a position in DFAX in Q3 2024 and held it in 2 quarters. The position peaked at $142K in Q3 2024. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • First Horizon Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 5,274 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $131K.
  • First Horizon Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and held it in 2 quarters.
  • First Horizon Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $142K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.