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Sloy Dahl & Holst’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sloy Dahl & Holst’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
Q4 		– Sell
-172,018
Closed -$3.25M – 72
2022
Q3 		$3.25M Buy
172,018
+9,051
+6% +$192K 0.69% 11
2022
Q2 		$3.49M Buy
162,967
+1,502
+0.9% +$35K 0.83% 11
2022
Q1 		$4.03M Sell
161,465
-38,420
-19% -$973K 0.67% 13
2021
Q4 		$5.17M Hold
199,885
– – 1.1% 14
2021
Q3 		$5.17M Buy
+199,885
New +$5.29M 1.1% 14

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sloy Dahl & Holst's DFAX Position: Q4 2022 in Review

Sloy Dahl & Holst sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2022, closing a stake of 172,018 shares — an estimated $3.25M sold.

Sloy Dahl & Holst first reported a position in DFAX in Q3 2021 and held it in 5 quarters. The position peaked at $5.17M in Q4 2021. 368 funds tracked by Wall St. Rank hold DFAX as of Q4 2022.

  • Sloy Dahl & Holst reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • Sloy Dahl & Holst sold 172,018 Dimensional World ex US Core Equity 2 ETF shares in Q4 2022, an estimated $3.25M.
  • Sloy Dahl & Holst first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 5 quarters.
  • Sloy Dahl & Holst's Dimensional World ex US Core Equity 2 ETF position peaked at $5.17M in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2022.

Based on Sloy Dahl & Holst's 13F filing for Q4 2022, filed 30 Jan 2023.