IWA
DFAX icon

Intercontinental Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$272K Buy
11,680
+180
+2% +$4.19K 0.07% 270
2023
Q1 		$265K Hold
11,500
– – 0.07% 272
2022
Q4 		$248K Hold
11,500
– – 0.07% 251
2022
Q3 		$217K Hold
11,500
– – 0.07% 251
2022
Q2 		$247K Buy
+11,500
New +$268K 0.07% 252

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Intercontinental Wealth Advisors's DFAX Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.6% in Q2 2023, buying an estimated $4.19K and bringing the position to 11,680 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #270.

Intercontinental Wealth Advisors first reported a position in DFAX in Q2 2022 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold DFAX as of Q2 2023.

  • Intercontinental Wealth Advisors held 11,680 shares of Dimensional World ex US Core Equity 2 ETF worth $272K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 180 Dimensional World ex US Core Equity 2 ETF shares in Q2 2023, an estimated $4.19K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #270 holding.
  • Intercontinental Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.