Sanctuary Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sanctuary Wealth Management’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	$129K	Sell	5,184 -589	-10%	-$15.2K	0.09%	59
2024 Q3	$156K	Hold	5,773	–	–	0.11%	52
2024 Q2	$147K	Hold	5,773	–	–	0.11%	52
2024 Q1	$147K	Sell	5,773 -2,624	-31%	-$64.2K	0.12%	51
2023 Q4	$205K	Sell	8,397 -3,279	-28%	-$75K	0.2%	36
2023 Q3	$263K	Sell	11,676 -808	-6%	-$18.9K	0.29%	29
2023 Q2	$291K	Buy	+12,484	New	+$291K	0.31%	28
2022 Q4	$368K	Sell	17,025 -37,452	-69%	-$779K	0.43%	21
2022 Q3	$1.03M	Sell	54,477 -187	-0.3%	-$3.97K	1.33%	12
2022 Q2	$1.17M	Buy	+54,664	New	+$1.27M	1.44%	13
2022 Q1	–	Sell	-55,834	Closed	-$1.46M	–	37
2021 Q4	$1.46M	Buy	55,834 +267	+0.5%	+$6.97K	1.55%	14
2021 Q3	$1.44M	Buy	+55,567	New	+$1.47M	1.6%	14

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sanctuary Wealth Management's DFAX Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 10% in Q4 2024, selling an estimated $15.2K and leaving 5,184 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #59.

Sanctuary Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2021. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

Sanctuary Wealth Management held 5,184 shares of Dimensional World ex US Core Equity 2 ETF worth $129K as of Q4 2024.
Sanctuary Wealth Management sold 589 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $15.2K.
Dimensional World ex US Core Equity 2 ETF made up 0.09% of Sanctuary Wealth Management's portfolio in Q4 2024, its #59 holding.
Sanctuary Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 12 quarters since.
Sanctuary Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $1.46M in Q4 2021.
536 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.