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Girard Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Girard Partners’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
Q2 		$369K Sell
14,516
-1,174
-7% -$30K 0.03% 203
2024
Q1 		$399K Hold
15,690
– – 0.04% 209
2023
Q4 		$383K Hold
15,690
– – 0.04% 203
2023
Q3 		$353K Hold
15,690
– – 0.04% 193
2023
Q2 		$366K Hold
15,690
– – 0.04% 194
2023
Q1 		$362K Buy
+15,690
New +$358K 0.04% 196

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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Girard Partners's DFAX Position: Q2 2024 in Review

Girard Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.5% in Q2 2024, selling an estimated $30K and leaving 14,516 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #203.

Girard Partners first reported a position in DFAX in Q1 2023 and has held it in 6 quarters since. The position peaked at $399K in Q1 2024. 469 funds tracked by Wall St. Rank hold DFAX as of Q2 2024.

  • Girard Partners held 14,516 shares of Dimensional World ex US Core Equity 2 ETF worth $369K as of Q2 2024.
  • Girard Partners sold 1,174 Dimensional World ex US Core Equity 2 ETF shares in Q2 2024, an estimated $30K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of Girard Partners's portfolio in Q2 2024, its #203 holding.
  • Girard Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 6 quarters since.
  • Girard Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $399K in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.