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DFAX icon

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

Ironwood 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
Q3 		– Sell
-11,082
Closed -$282K – 152
2024
Q2 		$282K Hold
11,082
– – 0.06% 132
2024
Q1 		$282K Hold
11,082
– – 0.06% 134
2023
Q4 		$271K Hold
11,082
– – 0.07% 132
2023
Q3 		$250K Sell
11,082
-50
-0.4% -$1.17K 0.07% 127
2023
Q2 		$259K Hold
11,132
– – 0.07% 127
2023
Q1 		$257K Hold
11,132
– – 0.07% 129
2022
Q4 		$240K Hold
11,132
– – 0.07% 126
2022
Q3 		$210K Hold
11,132
– – 0.07% 112
2022
Q2 		$239K Buy
+11,132
New +$259K 0.08% 110
2022
Q1 		– Sell
-11,132
Closed -$291K – 128
2021
Q4 		$291K Hold
11,132
– – 0.08% 104
2021
Q3 		$288K Buy
+11,132
New +$295K 0.08% 97

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ironwood Financial's DFAX Position: Q3 2024 in Review

Ironwood Financial sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2024, closing a stake of 11,082 shares — an estimated $282K sold.

Ironwood Financial first reported a position in DFAX in Q3 2021 and held it in 11 quarters. The position peaked at $291K in Q4 2021. 482 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

  • Ironwood Financial reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Ironwood Financial sold 11,082 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $282K.
  • Ironwood Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 11 quarters.
  • Ironwood Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $291K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

Based on Ironwood Financial's 13F filing for Q3 2024, filed 16 Oct 2024.