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

Dubuque Bank & Trust’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 Q3	$1.2M	Buy	+53,495	New	+$1.25M	0.16%	81

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Dubuque Bank & Trust's DFAX Position: Q3 2023 in Review

Dubuque Bank & Trust opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2023: 53,495 shares worth $1.2M. The stake represents 0.16% of the portfolio and ranks #81 among its holdings.

396 funds tracked by Wall St. Rank hold DFAX as of Q3 2023.

Dubuque Bank & Trust held 53,495 shares of Dimensional World ex US Core Equity 2 ETF worth $1.2M as of Q3 2023.
Dimensional World ex US Core Equity 2 ETF was a new Dubuque Bank & Trust position in Q3 2023.
Dimensional World ex US Core Equity 2 ETF made up 0.16% of Dubuque Bank & Trust's portfolio in Q3 2023, its #81 holding.
396 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2023.

Based on Dubuque Bank & Trust's 13F filing for Q3 2023, filed 27 Oct 2023.