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

Advisor 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
2022
Q2 		$2.89M Buy
134,690
+68,727
+104% +$1.6M 0.2% 96
2022
Q1 		$1.65M Buy
65,963
+13,846
+27% +$351K 0.1% 198
2021
Q4 		$1.36M Buy
+52,117
New +$1.36M 0.08% 237

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Advisor Partners's DFAX Position: Q2 2022 in Review

Advisor Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 104% in Q2 2022, buying an estimated $1.6M and bringing the position to 134,690 shares worth $2.89M. The position accounts for 0.2% of the portfolio, ranked #96.

Advisor Partners first reported a position in DFAX in Q4 2021 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold DFAX as of Q2 2022.

  • Advisor Partners held 134,690 shares of Dimensional World ex US Core Equity 2 ETF worth $2.89M as of Q2 2022.
  • Advisor Partners bought 68,727 Dimensional World ex US Core Equity 2 ETF shares in Q2 2022, an estimated $1.6M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.2% of Advisor Partners's portfolio in Q2 2022, its #96 holding.
  • Advisor Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.