HFS
DFAX icon

Heritage Financial Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Heritage Financial Services’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
-448
Closed -$9K – 159
2022
Q2 		$9K Buy
+448
New +$10.4K 0.01% 309

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PFO
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GT
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Comerica Bank
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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

Heritage Financial Services's DFAX Position: Q3 2022 in Review

Heritage Financial Services sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2022, closing a stake of 448 shares — an estimated $9K sold.

Heritage Financial Services first reported a position in DFAX in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 315 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Heritage Financial Services reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 448 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $9K.
  • Heritage Financial Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Dimensional World ex US Core Equity 2 ETF position peaked at $9K 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 Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.