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RegentAtlantic Capital’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

RegentAtlantic Capital’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 		$215K Buy
11,402
+905
+9% +$19.2K 0.01% 623
2022
Q2 		$225K Hold
10,497
– – 0.01% 608
2022
Q1 		$262K Buy
+10,497
New +$266K 0.01% 603

Other funds holding DFAX

Envestnet Asset Management
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
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

RegentAtlantic Capital's DFAX Position: Q3 2022 in Review

RegentAtlantic Capital increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 8.6% in Q3 2022, buying an estimated $19.2K and bringing the position to 11,402 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #623.

RegentAtlantic Capital first reported a position in DFAX in Q1 2022 and has held it in 3 quarters since. The position peaked at $262K in Q1 2022. 315 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • RegentAtlantic Capital held 11,402 shares of Dimensional World ex US Core Equity 2 ETF worth $215K as of Q3 2022.
  • RegentAtlantic Capital bought 905 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $19.2K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #623 holding.
  • RegentAtlantic Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 3 quarters since.
  • RegentAtlantic Capital's Dimensional World ex US Core Equity 2 ETF position peaked at $262K in Q1 2022.
  • 315 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.