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John W. Brooker & Co’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

John W. Brooker & Co’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
Q4 		– Sell
-1,808
Closed -$34K – 90
2022
Q3 		$34K Hold
1,808
– – 0.02% 97
2022
Q2 		$39K Hold
1,808
– – 0.02% 91
2022
Q1 		$45K Hold
1,808
– – 0.02% 88
2021
Q4 		$47K Hold
1,808
– – 0.02% 87
2021
Q3 		$47K Buy
+1,808
New +$47.8K 0.03% 86

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

John W. Brooker & Co's DFAX Position: Q4 2022 in Review

John W. Brooker & Co sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2022, closing a stake of 1,808 shares — an estimated $34K sold.

John W. Brooker & Co first reported a position in DFAX in Q3 2021 and held it in 5 quarters. The position peaked at $47K in Q4 2021. 368 funds tracked by Wall St. Rank hold DFAX as of Q4 2022.

  • John W. Brooker & Co reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 1,808 Dimensional World ex US Core Equity 2 ETF shares in Q4 2022, an estimated $34K.
  • John W. Brooker & Co first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 5 quarters.
  • John W. Brooker & Co's Dimensional World ex US Core Equity 2 ETF position peaked at $47K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.