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SC&H Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

SC&H Financial 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 		$8.45M Buy
229,431
+5,225
+2% +$192K 1.12% 19
2026
Q1 		$7.62M Buy
224,206
+35,982
+19% +$1.25M 1.15% 19
2025
Q4 		$6.16M Sell
188,224
-1,908
-1% -$60.9K 0.95% 20
2025
Q3 		$5.97M Sell
190,132
-70,402
-27% -$2.14M 0.97% 19
2025
Q2 		$7.65M Buy
260,534
+30,869
+13% +$850K 1.31% 18
2025
Q1 		$6.02M Buy
229,665
+17,827
+8% +$463K 1.18% 18
2024
Q4 		$5.27M Buy
211,838
+1,576
+0.7% +$40.8K 1.09% 18
2024
Q3 		$5.68M Buy
210,262
+5,244
+3% +$136K 1.24% 16
2024
Q2 		$5.21M Buy
205,018
+7,073
+4% +$181K 1.28% 16
2024
Q1 		$5.04M Buy
197,945
+3,346
+2% +$81.8K 1.31% 16
2023
Q4 		$4.75M Buy
194,599
+1,179
+0.6% +$27K 1.37% 16
2023
Q3 		$4.36M Buy
193,420
+6,712
+4% +$157K 1.45% 15
2023
Q2 		$4.35M Buy
186,708
+2,273
+1% +$52.9K 1.44% 15
2023
Q1 		$4.25M Sell
184,435
-3,086
-2% -$70.5K 1.55% 15
2022
Q4 		$4.05M Buy
187,521
+594
+0.3% +$12.3K 1.68% 15
2022
Q3 		$3.53M Sell
186,927
-2,551
-1% -$54.2K 1.77% 14
2022
Q2 		$4.06M Buy
189,478
+22,626
+14% +$527K 1.89% 14
2022
Q1 		$4.16M Buy
166,852
+12,584
+8% +$319K 1.98% 12
2021
Q4 		$4.03M Buy
+154,268
New +$4.03M 2.22% 9

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

SC&H Financial Advisors's DFAX Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.3% in Q2 2026, buying an estimated $192K and bringing the position to 229,431 shares worth $8.45M. The position accounts for 1.12% of the portfolio, ranked #19.

SC&H Financial Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • SC&H Financial Advisors held 229,431 shares of Dimensional World ex US Core Equity 2 ETF worth $8.45M as of Q2 2026.
  • SC&H Financial Advisors bought 5,225 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $192K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.12% of SC&H Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • SC&H Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.