TSWM
DFAX icon

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

Tyler-Stone 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
Q3 		– Sell
-100
Closed -$2.54K – 450
2024
Q2 		$2.54K Hold
100
– – ﹤0.01% 831
2024
Q1 		$2.54K Hold
100
– – ﹤0.01% 823
2023
Q4 		$2.44K Hold
100
– – ﹤0.01% 794
2023
Q3 		$2K Buy
+100
New +$2.34K ﹤0.01% 803

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Commonwealth Equity Services
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Tyler-Stone Wealth Management's DFAX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2024, closing a stake of 100 shares — an estimated $2.54K sold.

Tyler-Stone Wealth Management first reported a position in DFAX in Q3 2023 and held it in 4 quarters. The position peaked at $2.54K in Q1 2024. 482 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 100 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $2.54K.
  • Tyler-Stone Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $2.54K in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.