AGWCA
DFAX icon

Annis Gardner Whiting Capital Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q1 		– Sell
-3,338
Closed -$81.5K – 949
2023
Q4 		$81.5K Hold
3,338
– – 0.04% 246
2023
Q3 		$75.2K Buy
+3,338
New +$78.1K 0.04% 244

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's DFAX Position: Q1 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2024, closing a stake of 3,338 shares — an estimated $81.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DFAX in Q3 2023 and held it in 2 quarters. The position peaked at $81.5K in Q4 2023. 449 funds tracked by Wall St. Rank hold DFAX as of Q1 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3,338 Dimensional World ex US Core Equity 2 ETF shares in Q1 2024, an estimated $81.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $81.5K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.