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G2 Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

G2 Capital Management’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
Q1 		– Sell
-135,223
Closed -$2.92M – 55
2022
Q4 		$2.92M Buy
135,223
+1,592
+1% +$33.1K 1.07% 20
2022
Q3 		$2.52M Hold
133,631
– – 1.17% 18
2022
Q2 		$2.87M Buy
133,631
+1,872
+1% +$43.6K 1.35% 15
2022
Q1 		$3.29M Hold
131,759
– – 1.41% 14
2021
Q4 		$3.44M Buy
+131,759
New +$3.44M 1.28% 16

Other funds holding DFAX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

G2 Capital Management's DFAX Position: Q1 2023 in Review

G2 Capital Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2023, closing a stake of 135,223 shares — an estimated $2.92M sold.

G2 Capital Management first reported a position in DFAX in Q4 2021 and held it in 5 quarters. The position peaked at $3.44M in Q4 2021. 377 funds tracked by Wall St. Rank hold DFAX as of Q1 2023.

  • G2 Capital Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
  • G2 Capital Management sold 135,223 Dimensional World ex US Core Equity 2 ETF shares in Q1 2023, an estimated $2.92M.
  • G2 Capital Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and held it in 5 quarters.
  • G2 Capital Management's Dimensional World ex US Core Equity 2 ETF position peaked at $3.44M in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2023.

Based on G2 Capital Management's 13F filing for Q1 2023, filed 4 May 2023.