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

Wipfli Financial 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
2022
Q3 		$1.33M Buy
70,589
+19,755
+39% +$419K 0.09% 90
2022
Q2 		$1.09M Sell
50,834
-2,968
-6% -$69.1K 0.12% 38
2022
Q1 		$1.34M Buy
53,802
+24,178
+82% +$612K 0.14% 35
2021
Q4 		$773K Sell
29,624
-15,913
-35% -$416K 0.09% 24
2021
Q3 		$1.18M Buy
+45,537
New +$1.21M 0.15% 20

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wipfli Financial Advisors's DFAX Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 39% in Q3 2022, buying an estimated $419K and bringing the position to 70,589 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #90.

Wipfli Financial Advisors first reported a position in DFAX in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.34M in Q1 2022. 315 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Wipfli Financial Advisors held 70,589 shares of Dimensional World ex US Core Equity 2 ETF worth $1.33M as of Q3 2022.
  • Wipfli Financial Advisors bought 19,755 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $419K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.09% of Wipfli Financial Advisors's portfolio in Q3 2022, its #90 holding.
  • Wipfli Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 5 quarters since.
  • Wipfli Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $1.34M in Q1 2022.
  • 315 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.