AWM
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AE Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

AE Wealth Management’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
Q1 		$577K Buy
16,244
+2,565
+19% +$93.2K ﹤0.01% 1039
2025
Q4 		$471K Buy
13,679
+1,882
+16% +$62.8K ﹤0.01% 1078
2025
Q3 		$387K Buy
11,797
+6,009
+104% +$192K ﹤0.01% 1076
2025
Q2 		$180K Buy
5,788
+588
+11% +$17.2K ﹤0.01% 1337
2025
Q1 		$144K Sell
5,200
-927
-15% -$25.3K ﹤0.01% 1357
2024
Q4 		$158K Sell
6,127
-13,670
-69% -$367K ﹤0.01% 1324
2024
Q3 		$557K Buy
+19,797
New +$536K 0.01% 856
2024
Q2 		– Sell
-9,647
Closed -$258K – 1246
2024
Q1 		$258K Sell
9,647
-10,143
-51% -$260K ﹤0.01% 1011
2023
Q4 		$500K Buy
+19,790
New +$471K ﹤0.01% 1440

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

AE Wealth Management's DFIC Position: Q1 2026 in Review

AE Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 19% in Q1 2026, buying an estimated $93.2K and bringing the position to 16,244 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

AE Wealth Management first reported a position in DFIC in Q4 2023 and has held it in 9 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • AE Wealth Management held 16,244 shares of Dimensional International Core Equity 2 ETF worth $577K as of Q1 2026.
  • AE Wealth Management bought 2,565 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $93.2K.
  • Dimensional International Core Equity 2 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1039 holding.
  • AE Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.