Sage Mountain Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sage Mountain 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	$449K	Hold	12,189	–	–	0.03%	148
2026 Q1	$414K	Hold	12,189	–	–	0.03%	147
2025 Q4	$399K	Hold	12,189	–	–	0.02%	324
2025 Q3	$382K	Hold	12,189	–	–	0.02%	327
2025 Q2	$358K	Hold	12,189	–	–	0.02%	295
2025 Q1	$319K	Hold	12,189	–	–	0.02%	290
2024 Q4	$303K	Hold	12,189	–	–	0.02%	293
2024 Q3	$329K	Hold	12,189	–	–	0.03%	270
2024 Q2	$310K	Sell	12,189 -597	-5%	-$15.3K	0.03%	246
2024 Q1	$325K	Sell	12,786 -1,761	-12%	-$43.1K	0.03%	224
2023 Q4	$355K	Hold	14,547	–	–	0.04%	175
2023 Q3	$328K	Hold	14,547	–	–	0.05%	176
2023 Q2	$339K	Hold	14,547	–	–	0.05%	164
2023 Q1	$335K	Hold	14,547	–	–	0.05%	156
2022 Q4	$314K	Sell	14,547 -876	-6%	-$18.2K	0.07%	103
2022 Q3	$291K	Hold	15,423	–	–	0.08%	113
2022 Q2	$331K	Hold	15,423	–	–	0.06%	310
2022 Q1	$385K	Buy	15,423 +876	+6%	+$22.2K	0.06%	318
2021 Q4	$380K	Sell	14,547 -524	-3%	-$13.7K	0.05%	377
2021 Q3	$390K	Buy	+15,071	New	+$399K	0.06%	302

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 Mountain Advisors's DFAX Position: Q2 2026 in Review

Sage Mountain Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 12,189 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #148.

Sage Mountain Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Sage Mountain Advisors held 12,189 shares of Dimensional World ex US Core Equity 2 ETF worth $449K as of Q2 2026.
Sage Mountain Advisors 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 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #148 holding.
Sage Mountain Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.