SageView Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

SageView Advisory 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 Q1	–	Sell	-2,696	Closed	-$88.2K	–	1053
2025 Q4	$88.2K	Buy	+2,696	New	+$86K	﹤0.01%	865
2023 Q4	–	Sell	-8,960	Closed	-$202K	–	673
2023 Q3	$202K	Buy	8,960 +34	+0.4%	+$795	0.01%	504
2023 Q2	$208K	Buy	+8,926	New	+$208K	0.01%	527

Other funds holding DFAX

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

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

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

GWA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SageView Advisory Group's DFAX Position: Q1 2026 in Review

SageView Advisory Group sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 2,696 shares — an estimated $88.2K sold.

SageView Advisory Group first reported a position in DFAX in Q2 2023 and held it in 3 quarters. The position peaked at $208K in Q2 2023. 699 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

SageView Advisory Group reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,696 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $88.2K.
SageView Advisory Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's Dimensional World ex US Core Equity 2 ETF position peaked at $208K in Q2 2023.
699 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.