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AMG National Trust Bank’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

AMG National Trust Bank’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
2021
Q4 		– Sell
-26,115
Closed -$676K – 451
2021
Q3 		$676K Buy
+26,115
New +$691K 0.02% 327

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GT
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Envestnet Asset Management
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PL
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MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

AMG National Trust Bank's DFAX Position: Q4 2021 in Review

AMG National Trust Bank sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2021, closing a stake of 26,115 shares — an estimated $676K sold.

AMG National Trust Bank first reported a position in DFAX in Q3 2021 and held it in 1 quarter. The position peaked at $676K in Q3 2021. 304 funds tracked by Wall St. Rank hold DFAX as of Q4 2021.

  • AMG National Trust Bank reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2021 after selling out during the quarter.
  • AMG National Trust Bank sold 26,115 Dimensional World ex US Core Equity 2 ETF shares in Q4 2021, an estimated $676K.
  • AMG National Trust Bank first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 1 quarter.
  • AMG National Trust Bank's Dimensional World ex US Core Equity 2 ETF position peaked at $676K in Q3 2021.
  • 304 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2021.

Based on AMG National Trust Bank's 13F filing for Q4 2021, filed 4 Feb 2022.