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Private Capital Management (Colorado)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Private Capital Management (Colorado)’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
-1,535
Closed -$41.5K – 228
2024
Q3 		$41.5K Hold
1,535
– – 0.01% 235
2024
Q2 		$39K Buy
+1,535
New +$39.2K 0.01% 191

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LPL Financial
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GWA
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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

Private Capital Management (Colorado)'s DFAX Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2024, closing a stake of 1,535 shares — an estimated $41.5K sold.

Private Capital Management (Colorado) first reported a position in DFAX in Q2 2024 and held it in 2 quarters. The position peaked at $41.5K in Q3 2024. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 1,535 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $41.5K.
  • Private Capital Management (Colorado) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and held it in 2 quarters.
  • Private Capital Management (Colorado)'s Dimensional World ex US Core Equity 2 ETF position peaked at $41.5K 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 Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.