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First Pacific Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

First Pacific Financial’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
2024
Q4 		– Sell
-14,756
Closed -$399K – 409
2024
Q3 		$399K Buy
14,756
+101
+0.7% +$2.62K 0.09% 108
2024
Q2 		$373K Buy
+14,655
New +$375K 0.1% 103

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

First Pacific Financial's DFAX Position: Q4 2024 in Review

First Pacific Financial sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2024, closing a stake of 14,756 shares — an estimated $399K sold.

First Pacific Financial first reported a position in DFAX in Q2 2024 and held it in 2 quarters. The position peaked at $399K in Q3 2024. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • First Pacific Financial reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • First Pacific Financial sold 14,756 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $399K.
  • First Pacific Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and held it in 2 quarters.
  • First Pacific Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $399K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on First Pacific Financial's 13F filing for Q4 2024, filed 15 Jan 2025.