WhitTier Trust Company’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

WhitTier Trust Company’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	-636	Closed	-$16.2K	–	1348
2024 Q2	$16.2K	Hold	636	–	–	﹤0.01%	930
2024 Q1	$16.2K	Hold	636	–	–	﹤0.01%	887
2023 Q4	$15.5K	Hold	636	–	–	﹤0.01%	895
2023 Q3	$14.3K	Sell	636 -235	-27%	-$5.5K	﹤0.01%	878
2023 Q2	$20.3K	Hold	871	–	–	﹤0.01%	851
2023 Q1	$20.1K	Hold	871	–	–	﹤0.01%	847
2022 Q4	$18.8K	Hold	871	–	–	﹤0.01%	848
2022 Q3	$16K	Buy	+871	New	+$18.5K	﹤0.01%	845

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

MWA

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WhitTier Trust Company's DFAX Position: Q3 2024 in Review

WhitTier Trust Company sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2024, closing a stake of 636 shares — an estimated $16.2K sold.

WhitTier Trust Company first reported a position in DFAX in Q3 2022 and held it in 8 quarters. The position peaked at $20.3K in Q2 2023. 482 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

WhitTier Trust Company reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
WhitTier Trust Company sold 636 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $16.2K.
WhitTier Trust Company first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and held it in 8 quarters.
WhitTier Trust Company's Dimensional World ex US Core Equity 2 ETF position peaked at $20.3K in Q2 2023.
482 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

Based on WhitTier Trust Company's 13F filing for Q3 2024, filed 21 Oct 2024.