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Millstone Evans Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Millstone Evans Group’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 		– Sell
-274
Closed -$6.81K – 802
2024
Q4 		$6.81K Buy
+274
New +$7.09K ﹤0.01% 539

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

Millstone Evans Group's DFAX Position: Q1 2025 in Review

Millstone Evans Group sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 274 shares — an estimated $6.81K sold.

Millstone Evans Group first reported a position in DFAX in Q4 2024 and held it in 1 quarter. The position peaked at $6.81K in Q4 2024. 559 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Millstone Evans Group reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Millstone Evans Group sold 274 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $6.81K.
  • Millstone Evans Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 1 quarter.
  • Millstone Evans Group's Dimensional World ex US Core Equity 2 ETF position peaked at $6.81K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Millstone Evans Group's 13F filing for Q1 2025, filed 5 May 2025.