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Walden Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Walden Wealth 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
2024
Q2 		$5.17M Buy
203,356
+891
+0.4% +$22.8K 2.89% 10
2024
Q1 		$5.13M Sell
202,465
-2,385
-1% -$58.3K 2.98% 10
2023
Q4 		$5M Buy
+204,850
New +$4.68M 3.15% 9

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

Walden Wealth Partners's DFAX Position: Q2 2024 in Review

Walden Wealth Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.44% in Q2 2024, buying an estimated $22.8K and bringing the position to 203,356 shares worth $5.17M. The position accounts for 2.89% of the portfolio, ranked #10.

Walden Wealth Partners first reported a position in DFAX in Q4 2023 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold DFAX as of Q2 2024.

  • Walden Wealth Partners held 203,356 shares of Dimensional World ex US Core Equity 2 ETF worth $5.17M as of Q2 2024.
  • Walden Wealth Partners bought 891 Dimensional World ex US Core Equity 2 ETF shares in Q2 2024, an estimated $22.8K.
  • Dimensional World ex US Core Equity 2 ETF made up 2.89% of Walden Wealth Partners's portfolio in Q2 2024, its #10 holding.
  • Walden Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.