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

Mowery & Schoenfeld 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
2024
Q4 		– Sell
-19,590
Closed -$529K – 493
2024
Q3 		$529K Hold
19,590
– – 0.84% 19
2024
Q2 		$498K Buy
+19,590
New +$501K 0.72% 19

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
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

Mowery & Schoenfeld Wealth Management's DFAX Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2024, closing a stake of 19,590 shares — an estimated $529K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DFAX in Q2 2024 and held it in 2 quarters. The position peaked at $529K in Q3 2024. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 19,590 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $529K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $529K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.