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Plante Moran Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Plante Moran Financial Advisors’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
Q3 		– Sell
-2,086
Closed -$53K – 884
2024
Q2 		$53K Sell
2,086
-1,277
-38% -$32.6K 0.01% 327
2024
Q1 		$85.6K Buy
+3,363
New +$82.3K 0.01% 269
2023
Q1 		– Sell
-282
Closed -$6.1K – 812
2022
Q4 		$6.1K Buy
+282
New +$5.86K ﹤0.01% 644

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Plante Moran Financial Advisors's DFAX Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2024, closing a stake of 2,086 shares — an estimated $53K sold.

Plante Moran Financial Advisors first reported a position in DFAX in Q4 2022 and held it in 3 quarters. The position peaked at $85.6K in Q1 2024. 482 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,086 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $53K.
  • Plante Moran Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $85.6K in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.