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Riverview Trust Company’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-5,459
Closed -$136K – 743
2022
Q1 		$136K Hold
5,459
– – 0.1% 123
2021
Q4 		$143 Hold
5,459
– – 0.08% 100
2021
Q3 		$141K Buy
+5,459
New +$144K 0.15% 99

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
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MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Riverview Trust Company's DFAX Position: Q2 2022 in Review

Riverview Trust Company sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2022, closing a stake of 5,459 shares — an estimated $136K sold.

Riverview Trust Company first reported a position in DFAX in Q3 2021 and held it in 3 quarters. The position peaked at $141K in Q3 2021. 322 funds tracked by Wall St. Rank hold DFAX as of Q2 2022.

  • Riverview Trust Company reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2022 after selling out during the quarter.
  • Riverview Trust Company sold 5,459 Dimensional World ex US Core Equity 2 ETF shares in Q2 2022, an estimated $136K.
  • Riverview Trust Company first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 3 quarters.
  • Riverview Trust Company's Dimensional World ex US Core Equity 2 ETF position peaked at $141K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2022.

Based on Riverview Trust Company's 13F filing for Q2 2022, filed 27 Jul 2022.