WR Wealth Planners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

WR Wealth Planners’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 Q4	$4.33K	Hold	174	–	–	﹤0.01%	729
2024 Q3	$4.7K	Hold	174	–	–	﹤0.01%	757
2024 Q2	$4.42K	Hold	174	–	–	﹤0.01%	743
2024 Q1	$4.43K	Buy	+174	New	+$4.26K	﹤0.01%	741
2023 Q4	–	Sell	-174	Closed	-$3.92K	–	341
2023 Q3	$3.92K	Sell	174 -271	-61%	-$6.34K	﹤0.01%	703
2023 Q2	$10.4K	Buy	445 +4	+0.9%	+$93	﹤0.01%	561
2023 Q1	$10.2K	Sell	441 -119,409	-100%	-$2.73M	﹤0.01%	551
2022 Q4	$2.59M	Buy	119,850 +4,974	+4%	+$103K	1.59%	17
2022 Q3	$2.17M	Buy	114,876 +1,340	+1%	+$28.5K	1.53%	20
2022 Q2	$2.43M	Buy	113,536 +10,939	+11%	+$255K	1.6%	20
2022 Q1	$2.56M	Buy	+102,597	New	+$2.6M	1.52%	21

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 $79.5B AUM 27.1% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

WR Wealth Planners's DFAX Position: Q4 2024 in Review

WR Wealth Planners held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q4 2024 at 174 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

WR Wealth Planners first reported a position in DFAX in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.59M in Q4 2022. 537 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

WR Wealth Planners held 174 shares of Dimensional World ex US Core Equity 2 ETF worth $4.33K as of Q4 2024.
WR Wealth Planners left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q4 2024.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #729 holding.
WR Wealth Planners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Dimensional World ex US Core Equity 2 ETF position peaked at $2.59M in Q4 2022.
537 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.