RPGK
DFAX icon

Retirement Planning Group (Kansas)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Retirement Planning Group (Kansas)’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
-11,715
Closed -$291K – 303
2024
Q4 		$291K Buy
11,715
+103
+0.9% +$2.66K 0.01% 242
2024
Q3 		$314K Buy
+11,612
New +$301K 0.02% 221

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

Retirement Planning Group (Kansas)'s DFAX Position: Q1 2025 in Review

Retirement Planning Group (Kansas) sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 11,715 shares — an estimated $291K sold.

Retirement Planning Group (Kansas) first reported a position in DFAX in Q3 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 559 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Retirement Planning Group (Kansas) reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 11,715 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $291K.
  • Retirement Planning Group (Kansas) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s Dimensional World ex US Core Equity 2 ETF position peaked at $314K 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 Retirement Planning Group (Kansas)'s 13F filing for Q1 2025, filed 10 Apr 2025.