Orin Green Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Orin Green Financial’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	$224K	Hold	6,087	–	–	0.08%	73
2026 Q1	$207K	Buy	+6,087	New	+$212K	0.08%	73
2025 Q4	–	Sell	-8,786	Closed	-$276K	–	78
2025 Q3	$276K	Hold	8,786	–	–	0.11%	70
2025 Q2	$258K	Hold	8,786	–	–	0.11%	64
2025 Q1	$227K	Buy	+8,786	New	+$228K	0.11%	65
2024 Q4	–	Sell	-8,786	Closed	-$227K	–	69
2024 Q3	$237K	Buy	+8,786	New	+$228K	0.1%	71

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

Orin Green Financial's DFAX Position: Q2 2026 in Review

Orin Green Financial held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 6,087 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #73.

Orin Green Financial first reported a position in DFAX in Q3 2024 and has held it in 6 quarters since. The position peaked at $276K in Q3 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Orin Green Financial held 6,087 shares of Dimensional World ex US Core Equity 2 ETF worth $224K as of Q2 2026.
Orin Green Financial left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.08% of Orin Green Financial's portfolio in Q2 2026, its #73 holding.
Orin Green Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 6 quarters since.
Orin Green Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $276K in Q3 2025.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.