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Your Advocates Ltd’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Your Advocates Ltd’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
Q1 		– Sell
-4,916
Closed -$106K – 248
2022
Q4 		$106K Sell
4,916
-6,860
-58% -$143K 0.06% 35
2022
Q3 		$222K Hold
11,776
– – 0.13% 28
2022
Q2 		$252K Hold
11,776
– – 0.15% 25
2022
Q1 		$294K Hold
11,776
– – 0.17% 23
2021
Q4 		$307K Buy
11,776
+45
+0.4% +$1.18K 0.17% 23
2021
Q3 		$304K Buy
+11,731
New +$310K 0.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Your Advocates Ltd's DFAX Position: Q1 2023 in Review

Your Advocates Ltd sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2023, closing a stake of 4,916 shares — an estimated $106K sold.

Your Advocates Ltd first reported a position in DFAX in Q3 2021 and held it in 6 quarters. The position peaked at $307K in Q4 2021. 377 funds tracked by Wall St. Rank hold DFAX as of Q1 2023.

  • Your Advocates Ltd reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 4,916 Dimensional World ex US Core Equity 2 ETF shares in Q1 2023, an estimated $106K.
  • Your Advocates Ltd first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 6 quarters.
  • Your Advocates Ltd's Dimensional World ex US Core Equity 2 ETF position peaked at $307K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2023.

Based on Your Advocates Ltd's 13F filing for Q1 2023, filed 28 Apr 2023.