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

Sequoia 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	$22M	Sell	598,384 -5,110	-0.8%	-$188K	0.11%	133
2026 Q1	$20.5M	Sell	603,494 -4,830	-0.8%	-$168K	0.11%	123
2025 Q4	$19.9M	Sell	608,324 -7,798	-1%	-$249K	0.11%	132
2025 Q3	$19.3M	Sell	616,122 -13,507	-2%	-$410K	0.12%	122
2025 Q2	$18.5M	Sell	629,629 -7,063	-1%	-$194K	0.13%	124
2025 Q1	$16.7M	Buy	636,692 +3,799	+0.6%	+$98.6K	0.13%	140
2024 Q4	$15.7M	Buy	632,893 +26,343	+4%	+$681K	0.15%	136
2024 Q3	$16.4M	Sell	606,550 -177,666	-23%	-$4.61M	0.18%	116
2024 Q2	$19.9M	Buy	+784,216	New	+$20M	0.24%	93

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

Sequoia Financial Advisors's DFAX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.85% in Q2 2026, selling an estimated $188K and leaving 598,384 shares worth $22M. The position accounts for 0.11% of the portfolio, ranked #133.

Sequoia Financial Advisors first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Sequoia Financial Advisors held 598,384 shares of Dimensional World ex US Core Equity 2 ETF worth $22M as of Q2 2026.
Sequoia Financial Advisors sold 5,110 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $188K.
Dimensional World ex US Core Equity 2 ETF made up 0.11% of Sequoia Financial Advisors's portfolio in Q2 2026, its #133 holding.
Sequoia Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.