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Van Hulzen Asset Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-283
Closed -$7.04K – 487
2024
Q4 		$7.04K Buy
+283
New +$7.32K ﹤0.01% 816

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Van Hulzen Asset Management's DFAX Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 283 shares — an estimated $7.04K sold.

Van Hulzen Asset Management first reported a position in DFAX in Q4 2024 and held it in 1 quarter. The position peaked at $7.04K in Q4 2024. 557 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 283 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $7.04K.
  • Van Hulzen Asset Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Dimensional World ex US Core Equity 2 ETF position peaked at $7.04K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.