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

Oak 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
2026 Q2	$384K	Buy	10,417 +68	+0.7%	+$2.5K	0.18%	55
2026 Q1	$352K	Buy	10,349 +11	+0.1%	+$383	0.19%	46
2025 Q4	$338K	Sell	10,338 -10,729	-51%	-$342K	0.19%	47
2025 Q3	$661K	Buy	21,067 +26	+0.1%	+$790	0.38%	38
2025 Q2	$618K	Buy	21,041 +56	+0.3%	+$1.54K	0.4%	37
2025 Q1	$550K	Buy	20,985 +11	+0.1%	+$286	0.41%	32
2024 Q4	$521K	Buy	+20,974	New	+$543K	0.4%	33

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Oak Wealth Advisors's DFAX Position: Q2 2026 in Review

Oak Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.66% in Q2 2026, buying an estimated $2.5K and bringing the position to 10,417 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #55.

Oak Wealth Advisors first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $661K in Q3 2025. 326 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Oak Wealth Advisors held 10,417 shares of Dimensional World ex US Core Equity 2 ETF worth $384K as of Q2 2026.
Oak Wealth Advisors bought 68 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.18% of Oak Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Oak Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $661K in Q3 2025.
326 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.