Bartlett & Co’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Bartlett & Co’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
2023 Q4	$267K	Buy	+10,920	New	+$250K	﹤0.01%	433

Other funds holding DFAX

BSW

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Bartlett & Co's DFAX Position: Q4 2023 in Review

Bartlett & Co opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2023: 10,920 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings.

428 funds tracked by Wall St. Rank hold DFAX as of Q4 2023.

Bartlett & Co held 10,920 shares of Dimensional World ex US Core Equity 2 ETF worth $267K as of Q4 2023.
Dimensional World ex US Core Equity 2 ETF was a new Bartlett & Co position in Q4 2023.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #433 holding.
428 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.