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Laurel Wealth Advisors (California)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-15,419
Closed -$403K – 755
2021
Q4 		$403K Sell
15,419
-983
-6% -$25.7K 0.03% 530
2021
Q3 		$424K Buy
+16,402
New +$434K 0.08% 267

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DFAX Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2022, closing a stake of 15,419 shares — an estimated $403K sold.

Laurel Wealth Advisors (California) first reported a position in DFAX in Q3 2021 and held it in 2 quarters. The position peaked at $424K in Q3 2021. 284 funds tracked by Wall St. Rank hold DFAX as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 15,419 Dimensional World ex US Core Equity 2 ETF shares in Q1 2022, an estimated $403K.
  • Laurel Wealth Advisors (California) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Dimensional World ex US Core Equity 2 ETF position peaked at $424K in Q3 2021.
  • 284 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.