HCWM
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Hidden Cove Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Hidden Cove Wealth Management’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
Q2 		– Sell
-10,764
Closed -$282K – 77
2025
Q1 		$282K Hold
10,764
– – 0.22% 50
2024
Q4 		$268K Buy
+10,764
New +$278K 0.22% 46

Other funds holding DFAX

Focus Partners Wealth
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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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Hidden Cove Wealth Management's DFAX Position: Q2 2025 in Review

Hidden Cove Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 10,764 shares — an estimated $282K sold.

Hidden Cove Wealth Management first reported a position in DFAX in Q4 2024 and held it in 2 quarters. The position peaked at $282K in Q1 2025. 597 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • Hidden Cove Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 10,764 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $282K.
  • Hidden Cove Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Hidden Cove Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $282K in Q1 2025.
  • 597 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.