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Roble Belko & Company’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Roble Belko & Company’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
-1,273
Closed -$32K – 357
2024
Q2 		$32K Hold
1,273
– – 0.01% 187
2024
Q1 		$32K Hold
1,273
– – 0.01% 191
2023
Q4 		$31K Hold
1,273
– – 0.01% 177
2023
Q3 		$29K Hold
1,273
– – 0.01% 164
2023
Q2 		$30K Hold
1,273
– – 0.01% 168
2023
Q1 		$29K Sell
1,273
-3,267
-72% -$74.6K 0.01% 178
2022
Q4 		$98K Hold
4,540
– – 0.02% 127
2022
Q3 		$86K Hold
4,540
– – 0.02% 131
2022
Q2 		$97K Hold
4,540
– – 0.02% 126
2022
Q1 		$113K Hold
4,540
– – 0.02% 129
2021
Q4 		$119K Hold
4,540
– – 0.02% 123
2021
Q3 		$117K Buy
+4,540
New +$120K 0.02% 117

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

Roble Belko & Company's DFAX Position: Q3 2024 in Review

Roble Belko & Company sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2024, closing a stake of 1,273 shares — an estimated $32K sold.

Roble Belko & Company first reported a position in DFAX in Q3 2021 and held it in 12 quarters. The position peaked at $119K in Q4 2021. 482 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

  • Roble Belko & Company reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Roble Belko & Company sold 1,273 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $32K.
  • Roble Belko & Company first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 12 quarters.
  • Roble Belko & Company's Dimensional World ex US Core Equity 2 ETF position peaked at $119K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

Based on Roble Belko & Company's 13F filing for Q3 2024, filed 15 Oct 2024.