McLean Asset Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

McLean Asset Management’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 Q1	–	Sell	-9,334	Closed	-$202K	–	133
2022 Q4	$202K	Buy	+9,334	New	+$194K	0.07%	132
2022 Q1	–	Sell	-9,334	Closed	-$249K	–	133
2021 Q4	$249K	Hold	9,334	–	–	0.1%	111
2021 Q3	$249K	Buy	+9,334	New	+$247K	0.1%	110

Other funds holding DFAX

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

McLean Asset Management's DFAX Position: Q1 2023 in Review

McLean Asset Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2023, closing a stake of 9,334 shares — an estimated $202K sold.

McLean Asset Management first reported a position in DFAX in Q3 2021 and held it in 3 quarters. The position peaked at $249K in Q4 2021. 377 funds tracked by Wall St. Rank hold DFAX as of Q1 2023.

McLean Asset Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
McLean Asset Management sold 9,334 Dimensional World ex US Core Equity 2 ETF shares in Q1 2023, an estimated $202K.
McLean Asset Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 3 quarters.
McLean Asset Management's Dimensional World ex US Core Equity 2 ETF position peaked at $249K in Q4 2021.
377 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2023.

Based on McLean Asset Management's 13F filing for Q1 2023, filed 11 Apr 2023.