Tarbox Family Office’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Tarbox Family Office’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	-7,082	Closed	-$177K	–	345
2022 Q1	$177K	Hold	7,082	–	–	0.04%	99
2021 Q4	$185K	Hold	7,082	–	–	0.03%	128
2021 Q3	$183K	Buy	+7,082	New	+$187K	0.03%	138

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

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

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

Tarbox Family Office's DFAX Position: Q2 2022 in Review

Tarbox Family Office sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2022, closing a stake of 7,082 shares — an estimated $177K sold.

Tarbox Family Office first reported a position in DFAX in Q3 2021 and held it in 3 quarters. The position peaked at $185K in Q4 2021. 322 funds tracked by Wall St. Rank hold DFAX as of Q2 2022.

Tarbox Family Office reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 7,082 Dimensional World ex US Core Equity 2 ETF shares in Q2 2022, an estimated $177K.
Tarbox Family Office first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 3 quarters.
Tarbox Family Office's Dimensional World ex US Core Equity 2 ETF position peaked at $185K in Q4 2021.
322 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.