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

Marcum Wealth’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
Q1 		$221K Buy
8,422
+7
+0.1% +$182 0.02% 348
2024
Q4 		$209K Buy
8,415
+27
+0.3% +$698 0.02% 354
2024
Q3 		$227K Buy
8,388
+19
+0.2% +$493 0.02% 336
2024
Q2 		$213K Sell
8,369
-54
-0.6% -$1.38K 0.02% 330
2024
Q1 		$214K Buy
8,423
+89
+1% +$2.18K 0.02% 330
2023
Q4 		$204K Buy
+8,334
New +$191K 0.02% 334

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Marcum Wealth's DFAX Position: Q1 2025 in Review

Marcum Wealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.08% in Q1 2025, buying an estimated $182 and bringing the position to 8,422 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #348.

Marcum Wealth first reported a position in DFAX in Q4 2023 and has held it in 6 quarters since. The position peaked at $227K in Q3 2024. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Marcum Wealth held 8,422 shares of Dimensional World ex US Core Equity 2 ETF worth $221K as of Q1 2025.
  • Marcum Wealth bought 7 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $182.
  • Dimensional World ex US Core Equity 2 ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #348 holding.
  • Marcum Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 6 quarters since.
  • Marcum Wealth's Dimensional World ex US Core Equity 2 ETF position peaked at $227K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.