WA
DFAX icon

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

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 		$307K Hold
13,623
– – 0.14% 49
2023
Q2 		$324K Hold
13,623
– – 0.14% 49
2023
Q1 		$317K Sell
13,623
-1,402
-9% -$32K 0.15% 47
2022
Q4 		$325K Buy
+15,025
New +$312K 0.17% 45

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Jane Street
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
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Wealth Advisors's DFAX Position: Q3 2023 in Review

Wealth Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2023 at 13,623 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #49.

Wealth Advisors first reported a position in DFAX in Q4 2022 and has held it in 4 quarters since. The position peaked at $325K in Q4 2022. 396 funds tracked by Wall St. Rank hold DFAX as of Q3 2023.

  • Wealth Advisors held 13,623 shares of Dimensional World ex US Core Equity 2 ETF worth $307K as of Q3 2023.
  • Wealth Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2023.
  • Dimensional World ex US Core Equity 2 ETF made up 0.14% of Wealth Advisors's portfolio in Q3 2023, its #49 holding.
  • Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 4 quarters since.
  • Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $325K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.