V Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

V Wealth Advisors’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 Q3	–	Sell	-9,442	Closed	-$220K	–	168
2023 Q2	$220K	Buy	9,442 +41	+0.4%	+$955	0.04%	347
2023 Q1	$217K	Buy	9,401 +6	+0.1%	+$137	0.04%	345
2022 Q4	$203K	Buy	+9,395	New	+$195K	0.04%	345

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

V Wealth Advisors's DFAX Position: Q3 2023 in Review

V Wealth Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2023, closing a stake of 9,442 shares — an estimated $220K sold.

V Wealth Advisors first reported a position in DFAX in Q4 2022 and held it in 3 quarters. The position peaked at $220K in Q2 2023. 396 funds tracked by Wall St. Rank hold DFAX as of Q3 2023.

V Wealth Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,442 Dimensional World ex US Core Equity 2 ETF shares in Q3 2023, an estimated $220K.
V Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and held it in 3 quarters.
V Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $220K in Q2 2023.
396 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.