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Householder Group Estate & Retirement Specialist’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$52K Sell
2,127
-4,469
-68% -$116K 0.04% 209
2024
Q3 		$178K Sell
6,596
-738
-10% -$19.1K 0.05% 261
2024
Q2 		$186K Buy
7,334
+3,674
+100% +$93.9K 0.05% 252
2024
Q1 		$93.1K Buy
3,660
+135
+4% +$3.3K 0.03% 356
2023
Q4 		$86K Sell
3,525
-35,346
-91% -$808K 0.03% 359
2023
Q3 		$875K Buy
+38,871
New +$909K 0.32% 67
2023
Q1 		$147K Buy
+6,385
New +$146K 0.06% 236

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 $424B AUM 22.96% 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 $799M AUM 22.19% 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 $1.05B 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

Householder Group Estate & Retirement Specialist's DFAX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 68% in Q4 2024, selling an estimated $116K and leaving 2,127 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #209.

Householder Group Estate & Retirement Specialist first reported a position in DFAX in Q1 2023 and has held it in 7 quarters since. The position peaked at $875K in Q3 2023. 537 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,127 shares of Dimensional World ex US Core Equity 2 ETF worth $52K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 4,469 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $116K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #209 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's Dimensional World ex US Core Equity 2 ETF position peaked at $875K in Q3 2023.
  • 537 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.