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Dowling & Yahnke’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Dowling & Yahnke’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 		$4.08M Buy
216,189
+4,338
+2% +$92.1K 0.19% 115
2022
Q2 		$4.54M Buy
211,851
+250
+0.1% +$5.82K 0.21% 111
2022
Q1 		$5.28M Hold
211,601
– – 0.23% 107
2021
Q4 		$5.53M Hold
211,601
– – 0.27% 104
2021
Q3 		$5.48M Buy
+211,601
New +$5.6M 0.3% 98

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 $925M AUM 23.6% 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 $2.29B AUM 30.87% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dowling & Yahnke's DFAX Position: Q3 2022 in Review

Dowling & Yahnke increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2% in Q3 2022, buying an estimated $92.1K and bringing the position to 216,189 shares worth $4.08M. The position accounts for 0.19% of the portfolio, ranked #115.

Dowling & Yahnke first reported a position in DFAX in Q3 2021 and has held it in 5 quarters since. The position peaked at $5.53M in Q4 2021. 316 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Dowling & Yahnke held 216,189 shares of Dimensional World ex US Core Equity 2 ETF worth $4.08M as of Q3 2022.
  • Dowling & Yahnke bought 4,338 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $92.1K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.19% of Dowling & Yahnke's portfolio in Q3 2022, its #115 holding.
  • Dowling & Yahnke first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 5 quarters since.
  • Dowling & Yahnke's Dimensional World ex US Core Equity 2 ETF position peaked at $5.53M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.