MIAN
DFAX icon

Mariner Independent Advisor Network’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Mariner Independent Advisor Network’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 		$1.81M Buy
95,678
+96
+0.1% +$2.04K 0.08% 261
2022
Q2 		$2.03M Sell
95,582
-1,191
-1% -$27.7K 0.09% 244
2022
Q1 		$2.43M Buy
96,773
+6,353
+7% +$161K 0.09% 218
2021
Q4 		$2.38M Buy
+90,420
New +$2.36M 0.11% 197

Other funds holding DFAX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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

Mariner Independent Advisor Network's DFAX Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.1% in Q3 2022, buying an estimated $2.04K and bringing the position to 95,678 shares worth $1.81M. The position accounts for 0.08% of the portfolio, ranked #261.

Mariner Independent Advisor Network first reported a position in DFAX in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.43M in Q1 2022. 316 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Mariner Independent Advisor Network held 95,678 shares of Dimensional World ex US Core Equity 2 ETF worth $1.81M as of Q3 2022.
  • Mariner Independent Advisor Network bought 96 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $2.04K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #261 holding.
  • Mariner Independent Advisor Network first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 4 quarters since.
  • Mariner Independent Advisor Network's Dimensional World ex US Core Equity 2 ETF position peaked at $2.43M in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.