GI
DFAX icon

Gradient Investments’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Gradient Investments’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 		– Sell
-303
Closed -$6K – 1375
2022
Q2 		$6K Buy
+303
New +$7.05K ﹤0.01% 869

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 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 $2.02B AUM 26.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Gradient Investments's DFAX Position: Q3 2022 in Review

Gradient Investments sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2022, closing a stake of 303 shares — an estimated $6K sold.

Gradient Investments first reported a position in DFAX in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 315 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Gradient Investments reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 303 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $6K.
  • Gradient Investments first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • Gradient Investments's Dimensional World ex US Core Equity 2 ETF position peaked at $6K in Q2 2022.
  • 315 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.