APA
DFAX icon

American Portfolios Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

American Portfolios Advisors’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
Q3 		$2.05M Buy
108,405
+3,769
+4% +$80K 0.09% 232
2022
Q2 		$2.24M Sell
104,636
-4,284
-4% -$99.7K 0.09% 224
2022
Q1 		$2.72M Buy
108,920
+7,207
+7% +$183K 0.09% 227
2021
Q4 		$2.66M Buy
101,713
+12,303
+14% +$321K 0.09% 228
2021
Q3 		$2.31M Buy
+89,410
New +$2.37M 0.09% 235

Other funds holding DFAX

Envestnet Asset Management
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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

American Portfolios Advisors's DFAX Position: Q3 2022 in Review

American Portfolios Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.6% in Q3 2022, buying an estimated $80K and bringing the position to 108,405 shares worth $2.05M. The position accounts for 0.09% of the portfolio, ranked #232.

American Portfolios Advisors first reported a position in DFAX in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.72M in Q1 2022. 316 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • American Portfolios Advisors held 108,405 shares of Dimensional World ex US Core Equity 2 ETF worth $2.05M as of Q3 2022.
  • American Portfolios Advisors bought 3,769 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $80K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #232 holding.
  • American Portfolios Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 5 quarters since.
  • American Portfolios Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $2.72M in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.