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

Tradition 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 Q1	–	Sell	-3,787	Closed	-$92K	–	578
2023 Q4	$92K	Buy	3,787 +27	+0.7%	+$617	0.01%	497
2023 Q3	$85K	Buy	3,760 +35	+0.9%	+$819	0.01%	477
2023 Q2	$87K	Buy	3,725 +49	+1%	+$1.14K	0.01%	481
2023 Q1	$85K	Buy	3,676 +6	+0.2%	+$137	0.01%	488
2022 Q4	$79K	Buy	3,670 +32	+0.9%	+$665	0.01%	424
2022 Q3	$69K	Buy	3,638 +42	+1%	+$892	0.01%	436
2022 Q2	$77K	Buy	3,596 +46	+1%	+$1.07K	0.01%	393
2022 Q1	$89K	Buy	3,550 +2	+0.1%	+$51	0.01%	416
2021 Q4	$93K	Buy	3,548 +34	+1%	+$888	0.01%	419
2021 Q3	$91K	Buy	+3,514	New	+$93K	0.01%	389

Other funds holding DFAX

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's DFAX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2024, closing a stake of 3,787 shares — an estimated $92K sold.

Tradition Wealth Management first reported a position in DFAX in Q3 2021 and held it in 10 quarters. The position peaked at $93K in Q4 2021. 449 funds tracked by Wall St. Rank hold DFAX as of Q1 2024.

Tradition Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,787 Dimensional World ex US Core Equity 2 ETF shares in Q1 2024, an estimated $92K.
Tradition Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 10 quarters.
Tradition Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $93K in Q4 2021.
449 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.