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Rockbridge Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Rockbridge Investment 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
Q3 		– Sell
-883
Closed -$18.9K – 224
2022
Q2 		$18.9K Sell
883
-2,006
-69% -$46.7K ﹤0.01% 309
2022
Q1 		$72.8K Buy
2,889
+2,006
+227% +$50.8K 0.01% 253
2021
Q4 		$23K Buy
+883
New +$23.1K ﹤0.01% 464

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

Rockbridge Investment Management's DFAX Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2022, closing a stake of 883 shares — an estimated $18.9K sold.

Rockbridge Investment Management first reported a position in DFAX in Q4 2021 and held it in 3 quarters. The position peaked at $72.8K in Q1 2022. 315 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 883 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $18.9K.
  • Rockbridge Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Dimensional World ex US Core Equity 2 ETF position peaked at $72.8K 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 Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.