JWM
DFAX icon

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

JP 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
-196,380
Closed -$5.15M – 15
2025
Q1 		$5.15M Buy
+196,380
New +$5.1M 4.15% 8

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

JP Wealth Management's DFAX Position: Q2 2025 in Review

JP Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 196,380 shares — an estimated $5.15M sold.

JP Wealth Management first reported a position in DFAX in Q1 2025 and held it in 1 quarter. The position peaked at $5.15M in Q1 2025. 600 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • JP Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • JP Wealth Management sold 196,380 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $5.15M.
  • JP Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and held it in 1 quarter.
  • JP Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $5.15M in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on JP Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.