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Heritage Wealth Management (Arizona)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-48,582
Closed -$1.21M – 1005
2022
Q1 		$1.21M Buy
+48,582
New +$1.23M 0.33% 60
2021
Q3 		$1.73M Buy
+66,797
New +$1.77M 0.62% 30

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DFAX Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2022, closing a stake of 48,582 shares — an estimated $1.21M sold.

Heritage Wealth Management (Arizona) first reported a position in DFAX in Q3 2021 and held it in 2 quarters. The position peaked at $1.73M in Q3 2021. 322 funds tracked by Wall St. Rank hold DFAX as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 48,582 Dimensional World ex US Core Equity 2 ETF shares in Q2 2022, an estimated $1.21M.
  • Heritage Wealth Management (Arizona) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Dimensional World ex US Core Equity 2 ETF position peaked at $1.73M in Q3 2021.
  • 322 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.