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Veritable’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Veritable’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
-26,640
Closed -$621K – 203
2023
Q2 		$621K Sell
26,640
-749
-3% -$17.4K 0.01% 485
2023
Q1 		$632K Buy
27,389
+3
+0% +$69 0.01% 475
2022
Q4 		$592K Buy
27,386
+9
+0% +$187 0.01% 480
2022
Q3 		$517K Buy
27,377
+13
+0% +$276 0.01% 484
2022
Q2 		$587K Buy
27,364
+13
+0% +$303 0.01% 502
2022
Q1 		$682K Buy
27,351
+1
+0% +$25 0.01% 484
2021
Q4 		$714K Buy
27,350
+1,523
+6% +$39.8K 0.01% 472
2021
Q3 		$668K Buy
+25,827
New +$683K 0.01% 474

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $925M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Veritable's DFAX Position: Q3 2023 in Review

Veritable sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2023, closing a stake of 26,640 shares — an estimated $621K sold.

Veritable first reported a position in DFAX in Q3 2021 and held it in 8 quarters. The position peaked at $714K in Q4 2021. 397 funds tracked by Wall St. Rank hold DFAX as of Q3 2023.

  • Veritable reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 26,640 Dimensional World ex US Core Equity 2 ETF shares in Q3 2023, an estimated $621K.
  • Veritable first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 8 quarters.
  • Veritable's Dimensional World ex US Core Equity 2 ETF position peaked at $714K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.