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Next Financial Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Next Financial Group’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
2021
Q4 		$102K Buy
3,923
+3,449
+728% +$90.1K 0.01% 1148
2021
Q3 		$12K Buy
+474
New +$12.5K ﹤0.01% 1978

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Next Financial Group's DFAX Position: Q4 2021 in Review

Next Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 728% in Q4 2021, buying an estimated $90.1K and bringing the position to 3,923 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #1148.

Next Financial Group first reported a position in DFAX in Q3 2021 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold DFAX as of Q4 2021.

  • Next Financial Group held 3,923 shares of Dimensional World ex US Core Equity 2 ETF worth $102K as of Q4 2021.
  • Next Financial Group bought 3,449 Dimensional World ex US Core Equity 2 ETF shares in Q4 2021, an estimated $90.1K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1148 holding.
  • Next Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.