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Michael A Dubis Financial Planning’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Michael A Dubis Financial Planning’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 		$291K Buy
11,120
+1,136
+11% +$29.5K 0.28% 37
2024
Q4 		$248K Buy
+9,984
New +$258K 0.24% 41

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 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 22.96% 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 $1.22B AUM 24.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Michael A Dubis Financial Planning's DFAX Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 11% in Q1 2025, buying an estimated $29.5K and bringing the position to 11,120 shares worth $291K. The position accounts for 0.28% of the portfolio, ranked #37.

Michael A Dubis Financial Planning first reported a position in DFAX in Q4 2024 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Michael A Dubis Financial Planning held 11,120 shares of Dimensional World ex US Core Equity 2 ETF worth $291K as of Q1 2025.
  • Michael A Dubis Financial Planning bought 1,136 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $29.5K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.28% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #37 holding.
  • Michael A Dubis Financial Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 2 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.