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DFAX icon

Salomon & Ludwin’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Salomon & Ludwin’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
-2,595
Closed -$64.5K – 718
2024
Q4 		$64.5K Hold
2,595
– – 0.01% 224
2024
Q3 		$70.1K Sell
2,595
-1,439
-36% -$37.3K 0.01% 225
2024
Q2 		$103K Hold
4,034
– – 0.01% 187
2024
Q1 		$103K Hold
4,034
– – 0.01% 249
2023
Q4 		$90.8K Hold
4,034
– – 0.01% 234
2023
Q3 		$90.8K Buy
+4,034
New +$94.3K 0.01% 234

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

Salomon & Ludwin's DFAX Position: Q1 2025 in Review

Salomon & Ludwin sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 2,595 shares — an estimated $64.5K sold.

Salomon & Ludwin first reported a position in DFAX in Q3 2023 and held it in 6 quarters. The position peaked at $103K in Q1 2024. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Salomon & Ludwin reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 2,595 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $64.5K.
  • Salomon & Ludwin first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and held it in 6 quarters.
  • Salomon & Ludwin's Dimensional World ex US Core Equity 2 ETF position peaked at $103K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.