Aegis Wealth Management (Maryland)’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Aegis Wealth Management (Maryland)’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 Q2	$3.12M	Buy	83,664 +61	+0.1%	+$2.29K	1.47%	18
2026 Q1	$2.97M	Buy	83,603 +1,601	+2%	+$58.2K	1.7%	17
2025 Q4	$2.83M	Sell	82,002 -149	-0.2%	-$4.97K	1.6%	18
2025 Q3	$2.69M	Buy	82,151 +1,301	+2%	+$41.5K	1.44%	21
2025 Q2	$2.25M	Hold	80,850	–	–	1.35%	24
2025 Q1	$2.25M	Buy	80,850 +8,670	+12%	+$237K	1.32%	24
2024 Q4	$1.87M	Buy	+72,180	New	+$1.94M	1.26%	22

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s DFIC Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.07% in Q2 2026, buying an estimated $2.29K and bringing the position to 83,664 shares worth $3.12M. The position accounts for 1.47% of the portfolio, ranked #18.

Aegis Wealth Management (Maryland) first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Aegis Wealth Management (Maryland) held 83,664 shares of Dimensional International Core Equity 2 ETF worth $3.12M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 61 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.29K.
Dimensional International Core Equity 2 ETF made up 1.47% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #18 holding.
Aegis Wealth Management (Maryland) first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.