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DFAX icon

ORG Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

ORG Partners’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
-459
Closed -$11.4K – 1448
2024
Q4 		$11.4K Hold
459
– – ﹤0.01% 862
2024
Q3 		$12.4K Buy
+459
New +$11.9K ﹤0.01% 752

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

ORG Partners's DFAX Position: Q1 2025 in Review

ORG Partners sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 459 shares — an estimated $11.4K sold.

ORG Partners first reported a position in DFAX in Q3 2024 and held it in 2 quarters. The position peaked at $12.4K in Q3 2024. 559 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • ORG Partners reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 459 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $11.4K.
  • ORG Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and held it in 2 quarters.
  • ORG Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $12.4K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.