AA Financial Advisors
DFIC icon

AA Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

AA Financial Advisors’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.1M Buy
560,147
+29,610
+6% +$1.14M 2.51% 9
2026
Q2 		$19.8M Buy
530,537
+20,657
+4% +$775K 2.38% 10
2026
Q1 		$18.1M Buy
509,880
+419,787
+466% +$15.3M 2.55% 7
2025
Q4 		$3.1M Buy
+90,093
New +$3.01M 0.57% 42

Other funds holding DFIC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AA Financial Advisors's DFIC Position: Q3 2026 in Review

AA Financial Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.6% in Q3 2026, buying an estimated $1.14M and bringing the position to 560,147 shares worth $21.1M. The position accounts for 2.51% of the portfolio, ranked #9.

AA Financial Advisors first reported a position in DFIC in Q4 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • AA Financial Advisors held 560,147 shares of Dimensional International Core Equity 2 ETF worth $21.1M as of Q3 2026.
  • AA Financial Advisors bought 29,610 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $1.14M.
  • Dimensional International Core Equity 2 ETF made up 2.51% of AA Financial Advisors's portfolio in Q3 2026, its #9 holding.
  • AA Financial Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.