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

Alpha 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 Q1	$41.2M	Sell	1,159,923 -20,327	-2%	-$739K	12.63%	2
2025 Q4	$40.7M	Buy	1,180,250 +112,117	+10%	+$3.74M	12.44%	2
2025 Q3	$35M	Buy	1,068,133 +58,494	+6%	+$1.87M	12.33%	2
2025 Q2	$31.4M	Buy	1,009,639 +63,618	+7%	+$1.86M	12.13%	2
2025 Q1	$26.3M	Sell	946,021 -179,267	-16%	-$4.9M	11.68%	4
2024 Q4	$29.1M	Buy	1,125,288 +107,494	+11%	+$2.88M	13.17%	1
2024 Q3	$28.6M	Buy	1,017,794 +51,456	+5%	+$1.39M	12.67%	1
2024 Q2	$25.4M	Buy	966,338 +15,977	+2%	+$426K	12.23%	2
2024 Q1	$25.4M	Buy	950,361 +54,672	+6%	+$1.4M	11.99%	2
2023 Q4	$22.9M	Buy	895,689 +40,639	+5%	+$967K	11.59%	2
2023 Q3	$20M	Buy	855,050 +39,861	+5%	+$968K	12.65%	1
2023 Q2	$19.8M	Buy	815,189 +133,749	+20%	+$3.25M	12.39%	2
2023 Q1	$16.4M	Buy	681,440 +182,541	+37%	+$4.34M	11.39%	3
2022 Q4	$11.2M	Buy	+498,899	New	+$10.7M	9.68%	4

Other funds holding DFIC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return