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

SageOak 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 		$568K Buy
15,406
+201
+1% +$7.38K 0.37% 25
2026
Q1 		$517K Buy
15,205
+2,074
+16% +$72.2K 0.36% 26
2025
Q4 		$430K Hold
13,131
– – 0.31% 24
2025
Q3 		$412K Buy
13,131
+120
+0.9% +$3.64K 0.3% 25
2025
Q2 		$382K Buy
13,011
+1,250
+11% +$34.4K 0.31% 25
2025
Q1 		$308K Buy
+11,761
New +$305K 0.27% 27

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
PL
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

SageOak Financial's DFAX Position: Q2 2026 in Review

SageOak Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.3% in Q2 2026, buying an estimated $7.38K and bringing the position to 15,406 shares worth $568K. The position accounts for 0.37% of the portfolio, ranked #25.

SageOak Financial first reported a position in DFAX in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • SageOak Financial held 15,406 shares of Dimensional World ex US Core Equity 2 ETF worth $568K as of Q2 2026.
  • SageOak Financial bought 201 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $7.38K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.37% of SageOak Financial's portfolio in Q2 2026, its #25 holding.
  • SageOak Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.