SFPG
DFAX icon

Stonebridge Financial Planning Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Stonebridge Financial Planning Group’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
2021
Q4 		– Sell
-699
Closed -$19K – 406
2021
Q3 		$19K Buy
+699
New +$18.5K 0.01% 297

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Stonebridge Financial Planning Group's DFAX Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2021, closing a stake of 699 shares — an estimated $19K sold.

Stonebridge Financial Planning Group first reported a position in DFAX in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 304 funds tracked by Wall St. Rank hold DFAX as of Q4 2021.

  • Stonebridge Financial Planning Group reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 699 Dimensional World ex US Core Equity 2 ETF shares in Q4 2021, an estimated $19K.
  • Stonebridge Financial Planning Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Dimensional World ex US Core Equity 2 ETF position peaked at $19K in Q3 2021.
  • 304 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.