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True Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

True Capital Management’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 		$1.06M Hold
46,110
– – 0.73% 36
2022
Q4 		$996K Buy
+46,110
New +$959K 0.81% 35

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

True Capital Management's DFAX Position: Q1 2023 in Review

True Capital Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2023 at 46,110 shares worth $1.06M. The position accounts for 0.73% of the portfolio, ranked #36.

True Capital Management first reported a position in DFAX in Q4 2022 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold DFAX as of Q1 2023.

  • True Capital Management held 46,110 shares of Dimensional World ex US Core Equity 2 ETF worth $1.06M as of Q1 2023.
  • True Capital Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2023.
  • Dimensional World ex US Core Equity 2 ETF made up 0.73% of True Capital Management's portfolio in Q1 2023, its #36 holding.
  • True Capital Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.