Sage Financial Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sage Financial Group’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	$378K	Hold	10,263	–	–	0.02%	93
2026 Q1	$349K	Hold	10,263	–	–	0.02%	90
2025 Q4	$336K	Hold	10,263	–	–	0.02%	88
2025 Q3	$322K	Hold	10,263	–	–	0.02%	86
2025 Q2	$301K	Hold	10,263	–	–	0.02%	85
2025 Q1	$269K	Hold	10,263	–	–	0.02%	91
2024 Q4	$255K	Hold	10,263	–	–	0.02%	93
2024 Q3	$277K	Sell	10,263 -1,500	-13%	-$38.9K	0.02%	94
2024 Q2	$299K	Hold	11,763	–	–	0.03%	87
2024 Q1	$299K	Hold	11,763	–	–	0.03%	87
2023 Q4	$287K	Hold	11,763	–	–	0.03%	89
2023 Q3	$265K	Sell	11,763 -4,965	-30%	-$116K	0.03%	89
2023 Q2	$390K	Buy	16,728 +4,965	+42%	+$116K	0.04%	71
2023 Q1	$271K	Hold	11,763	–	–	0.03%	86
2022 Q4	$254K	Hold	11,763	–	–	0.03%	86
2022 Q3	$222K	Hold	11,763	–	–	0.03%	85
2022 Q2	$252K	Sell	11,763 -2,340	-17%	-$54.5K	0.03%	79
2022 Q1	$352K	Hold	14,103	–	–	0.04%	50
2021 Q4	$368K	Hold	14,103	–	–	0.04%	50
2021 Q3	$365K	Buy	+14,103	New	+$373K	0.04%	47

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

Sage Financial Group's DFAX Position: Q2 2026 in Review

Sage Financial Group held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 10,263 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #93.

Sage Financial Group first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $390K in Q2 2023. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Sage Financial Group held 10,263 shares of Dimensional World ex US Core Equity 2 ETF worth $378K as of Q2 2026.
Sage Financial Group 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 0.02% of Sage Financial Group's portfolio in Q2 2026, its #93 holding.
Sage Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
Sage Financial Group's Dimensional World ex US Core Equity 2 ETF position peaked at $390K in Q2 2023.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.