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Dixon Hughes Goodman Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$2.69M Buy
107,963
+29,654
+38% +$751K 0.77% 19
2021
Q4 		$2.04M Buy
+78,309
New +$2.05M 0.67% 19

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DFAX Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 38% in Q1 2022, buying an estimated $751K and bringing the position to 107,963 shares worth $2.69M. The position accounts for 0.77% of the portfolio, ranked #19.

Dixon Hughes Goodman Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold DFAX as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 107,963 shares of Dimensional World ex US Core Equity 2 ETF worth $2.69M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 29,654 Dimensional World ex US Core Equity 2 ETF shares in Q1 2022, an estimated $751K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.77% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #19 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.