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Pinney & Scofield’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Pinney & Scofield’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
-127
Closed -$3.16K – 219
2024
Q4 		$3.16K Buy
+127
New +$3.29K ﹤0.01% 203

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

Pinney & Scofield's DFAX Position: Q1 2025 in Review

Pinney & Scofield sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 127 shares — an estimated $3.16K sold.

Pinney & Scofield first reported a position in DFAX in Q4 2024 and held it in 1 quarter. The position peaked at $3.16K in Q4 2024. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Pinney & Scofield reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Pinney & Scofield sold 127 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $3.16K.
  • Pinney & Scofield first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 1 quarter.
  • Pinney & Scofield's Dimensional World ex US Core Equity 2 ETF position peaked at $3.16K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Pinney & Scofield's 13F filing for Q1 2025, filed 9 May 2025.