Thrivent Financial for Lutherans
DFAX icon

Thrivent Financial for Lutherans’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Thrivent Financial for Lutherans’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
Q1 		– Sell
-360,445
Closed -$7.79M – 2448
2022
Q4 		$7.79M Buy
+360,445
New +$7.49M 0.02% 670
2022
Q2 		– Sell
-8,345
Closed -$208K – 2440
2022
Q1 		$208K Buy
+8,345
New +$211K ﹤0.01% 2438

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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Thrivent Financial for Lutherans's DFAX Position: Q1 2023 in Review

Thrivent Financial for Lutherans sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2023, closing a stake of 360,445 shares — an estimated $7.79M sold.

Thrivent Financial for Lutherans first reported a position in DFAX in Q1 2022 and held it in 2 quarters. The position peaked at $7.79M in Q4 2022. 377 funds tracked by Wall St. Rank hold DFAX as of Q1 2023.

  • Thrivent Financial for Lutherans reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 360,445 Dimensional World ex US Core Equity 2 ETF shares in Q1 2023, an estimated $7.79M.
  • Thrivent Financial for Lutherans first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's Dimensional World ex US Core Equity 2 ETF position peaked at $7.79M in Q4 2022.
  • 377 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2023, filed 17 May 2023.