Simplicity Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Simplicity Solutions’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
2023 Q4	$239K	Hold	9,784	–	–	0.01%	911
2023 Q3	$220K	Sell	9,784 -207	-2%	-$4.84K	0.01%	875
2023 Q2	$233K	Hold	9,991	–	–	0.01%	922
2023 Q1	$230K	Buy	9,991 +37	+0.4%	+$845	0.01%	949
2022 Q4	$215K	Sell	9,954 -234	-2%	-$4.87K	0.03%	601
2022 Q3	$192K	Sell	10,188 -192	-2%	-$4.08K	0.03%	604
2022 Q2	$223K	Hold	10,380	–	–	0.03%	548
2022 Q1	$259K	Buy	+10,380	New	+$263K	0.03%	514
2021 Q4	–	Sell	-11,438	Closed	-$296K	–	485
2021 Q3	$296K	Buy	+11,438	New	+$303K	0.05%	442

Other funds holding DFAX

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Simplicity Solutions's DFAX Position: Q4 2023 in Review

Simplicity Solutions held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q4 2023 at 9,784 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #911.

Simplicity Solutions first reported a position in DFAX in Q3 2021 and has held it in 9 quarters since. The position peaked at $296K in Q3 2021. 428 funds tracked by Wall St. Rank hold DFAX as of Q4 2023.

Simplicity Solutions held 9,784 shares of Dimensional World ex US Core Equity 2 ETF worth $239K as of Q4 2023.
Simplicity Solutions left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q4 2023.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #911 holding.
Simplicity Solutions first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 9 quarters since.
Simplicity Solutions's Dimensional World ex US Core Equity 2 ETF position peaked at $296K in Q3 2021.
428 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.