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Single Point Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Single Point Partners’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
Q2 		– Sell
-7,862
Closed -$206K – 90
2025
Q1 		$206K Buy
+7,862
New +$204K 0.05% 84
2024
Q4 		– Sell
-8,192
Closed -$221K – 82
2024
Q3 		$221K Hold
8,192
– – 0.35% 31
2024
Q2 		$208K Hold
8,192
– – 0.36% 32
2024
Q1 		$208K Hold
8,192
– – 0.05% 72
2023
Q4 		$200K Buy
+8,192
New +$187K 0.05% 74

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Single Point Partners's DFAX Position: Q2 2025 in Review

Single Point Partners sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 7,862 shares — an estimated $206K sold.

Single Point Partners first reported a position in DFAX in Q4 2023 and held it in 5 quarters. The position peaked at $221K in Q3 2024. 598 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • Single Point Partners reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Single Point Partners sold 7,862 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $206K.
  • Single Point Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and held it in 5 quarters.
  • Single Point Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $221K in Q3 2024.
  • 598 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Single Point Partners's 13F filing for Q2 2025, filed 21 Jul 2025.