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Studio Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Studio Investment 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
Q2 		– Sell
-164
Closed -$4.17K – 308
2024
Q1 		$4.17K Buy
+164
New +$4.01K ﹤0.01% 246

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Studio Investment Management's DFAX Position: Q2 2024 in Review

Studio Investment Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2024, closing a stake of 164 shares — an estimated $4.17K sold.

Studio Investment Management first reported a position in DFAX in Q1 2024 and held it in 1 quarter. The position peaked at $4.17K in Q1 2024. 469 funds tracked by Wall St. Rank hold DFAX as of Q2 2024.

  • Studio Investment Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Studio Investment Management sold 164 Dimensional World ex US Core Equity 2 ETF shares in Q2 2024, an estimated $4.17K.
  • Studio Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and held it in 1 quarter.
  • Studio Investment Management's Dimensional World ex US Core Equity 2 ETF position peaked at $4.17K in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2024.

Based on Studio Investment Management's 13F filing for Q2 2024, filed 7 Aug 2024.