Align Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Align Wealth 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
2022 Q4	$5.67M	Buy	+300,295	New	+$6.24M	4.8%	5

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Align Wealth Management's DFAX Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2022: 300,295 shares worth $5.67M. The stake represents 4.8% of the portfolio and ranks #5 among its holdings.

369 funds tracked by Wall St. Rank hold DFAX as of Q4 2022.

Align Wealth Management held 300,295 shares of Dimensional World ex US Core Equity 2 ETF worth $5.67M as of Q4 2022.
Dimensional World ex US Core Equity 2 ETF was a new Align Wealth Management position in Q4 2022.
Dimensional World ex US Core Equity 2 ETF made up 4.8% of Align Wealth Management's portfolio in Q4 2022, its #5 holding.
369 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.