Mine & Arao Wealth Creation & Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Mine & Arao Wealth Creation & 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
2022 Q4	–	Sell	-1,563	Closed	-$30K	–	326
2022 Q3	$30K	Hold	1,563	–	–	0.02%	152
2022 Q2	$34K	Buy	1,563 +20	+1%	+$465	0.02%	153
2022 Q1	$38K	Hold	1,543	–	–	0.02%	162
2021 Q4	$40K	Hold	1,543	–	–	0.02%	160
2021 Q3	$40K	Buy	+1,543	New	+$40.8K	0.02%	157

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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 Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's DFAX Position: Q4 2022 in Review

Mine & Arao Wealth Creation & Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2022, closing a stake of 1,563 shares — an estimated $30K sold.

Mine & Arao Wealth Creation & Management first reported a position in DFAX in Q3 2021 and held it in 5 quarters. The position peaked at $40K in Q4 2021. 368 funds tracked by Wall St. Rank hold DFAX as of Q4 2022.

Mine & Arao Wealth Creation & Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,563 Dimensional World ex US Core Equity 2 ETF shares in Q4 2022, an estimated $30K.
Mine & Arao Wealth Creation & Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 5 quarters.
Mine & Arao Wealth Creation & Management's Dimensional World ex US Core Equity 2 ETF position peaked at $40K 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 Mine & Arao Wealth Creation & Management's 13F filing for Q4 2022, filed 6 Feb 2023.