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

WealthPLAN Partners’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
Q2 		– Sell
-2,470
Closed -$57K – 1297
2023
Q1 		$57K Buy
+2,470
New +$56.4K 0.01% 532

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WealthPLAN Partners's DFAX Position: Q2 2023 in Review

WealthPLAN Partners sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2023, closing a stake of 2,470 shares — an estimated $57K sold.

WealthPLAN Partners first reported a position in DFAX in Q1 2023 and held it in 1 quarter. The position peaked at $57K in Q1 2023. 392 funds tracked by Wall St. Rank hold DFAX as of Q2 2023.

  • WealthPLAN Partners reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,470 Dimensional World ex US Core Equity 2 ETF shares in Q2 2023, an estimated $57K.
  • WealthPLAN Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $57K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.