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

OneDigital Investment 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	$32.8M	Buy	891,121 +2,784	+0.3%	+$102K	0.28%	76
2026 Q1	$30.2M	Buy	888,337 +34,472	+4%	+$1.2M	0.3%	68
2025 Q4	$27.9M	Sell	853,865 -13,543	-2%	-$432K	0.27%	76
2025 Q3	$27.2M	Sell	867,408 -6,589	-0.8%	-$200K	0.28%	75
2025 Q2	$25.7M	Sell	873,997 -17,555	-2%	-$483K	0.29%	74
2025 Q1	$23.4M	Sell	891,552 -16,987	-2%	-$441K	0.28%	74
2024 Q4	$22.6M	Sell	908,539 -16,476	-2%	-$426K	0.26%	74
2024 Q3	$25M	Buy	925,015 +14,393	+2%	+$373K	0.29%	67
2024 Q2	$23.1M	Sell	910,622 -462	-0.1%	-$11.8K	0.29%	64
2024 Q1	$23.2M	Sell	911,084 -10,698	-1%	-$262K	0.36%	58
2023 Q4	$22.5M	Buy	921,782 +898,711	+3,895%	+$20.6M	0.39%	56
2023 Q3	$520K	Sell	23,071 -1,869	-7%	-$43.7K	0.01%	628
2023 Q2	$581K	Sell	24,940 -6,428	-20%	-$150K	0.01%	583
2023 Q1	$723K	Sell	31,368 -3,112	-9%	-$71.1K	0.02%	492
2022 Q4	$745K	Buy	+34,480	New	+$717K	0.02%	423
2022 Q2	–	Sell	-12,595	Closed	-$314K	–	730
2022 Q1	$314K	Buy	12,595 +2	+0%	+$51	0.01%	582
2021 Q4	$329K	Sell	12,593 -621,883	-98%	-$16.2M	0.01%	568
2021 Q3	$16.4M	Buy	+634,476	New	+$16.8M	0.65%	27

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

OneDigital Investment Advisors's DFAX Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.31% in Q2 2026, buying an estimated $102K and bringing the position to 891,121 shares worth $32.8M. The position accounts for 0.28% of the portfolio, ranked #76.

OneDigital Investment Advisors first reported a position in DFAX in Q3 2021 and has held it in 18 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

OneDigital Investment Advisors held 891,121 shares of Dimensional World ex US Core Equity 2 ETF worth $32.8M as of Q2 2026.
OneDigital Investment Advisors bought 2,784 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $102K.
Dimensional World ex US Core Equity 2 ETF made up 0.28% of OneDigital Investment Advisors's portfolio in Q2 2026, its #76 holding.
OneDigital Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 18 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.