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

Patriot Financial Group Insurance Agency’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 		– Sell
-37
Closed -$1K – 764
2022
Q2 		$1K Hold
37
– – ﹤0.01% 1879
2022
Q1 		$1K Hold
37
– – ﹤0.01% 1929
2021
Q4 		$1K Sell
37
-96
-72% -$2.51K ﹤0.01% 2022
2021
Q3 		$3K Buy
+133
New +$3.52K ﹤0.01% 1825

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JWA
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Patriot Financial Group Insurance Agency's DFAX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2022, closing a stake of 37 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in DFAX in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 316 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 37 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Dimensional World ex US Core Equity 2 ETF position peaked at $3K in Q3 2021.
  • 316 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.