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HBC Financial Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

HBC Financial Services’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 		$8K Buy
+330
New +$8.54K ﹤0.01% 122

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HBC Financial Services's DFAX Position: Q4 2024 in Review

HBC Financial Services opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2024: 330 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #122 among its holdings.

537 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • HBC Financial Services held 330 shares of Dimensional World ex US Core Equity 2 ETF worth $8K as of Q4 2024.
  • Dimensional World ex US Core Equity 2 ETF was a new HBC Financial Services position in Q4 2024.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #122 holding.
  • 537 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.