Annex Advisory Services’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Annex Advisory Services’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	$99.2M	Buy	2,662,339 +200,895	+8%	+$7.54M	1.69%	12
2026 Q1	$87.5M	Sell	2,461,444 -53,573	-2%	-$1.95M	1.64%	15
2025 Q4	$86.7M	Buy	2,515,017 +17,644	+0.7%	+$589K	1.66%	14
2025 Q3	$81.9M	Buy	2,497,373 +219,739	+10%	+$7.01M	1.74%	14
2025 Q2	$70.8M	Buy	+2,277,634	New	+$66.7M	1.7%	16

Other funds holding DFIC

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Annex Advisory Services's DFIC Position: Q2 2026 in Review

Annex Advisory Services increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 8.2% in Q2 2026, buying an estimated $7.54M and bringing the position to 2,662,339 shares worth $99.2M. The position accounts for 1.69% of the portfolio, ranked #12.

Annex Advisory Services first reported a position in DFIC in Q2 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Annex Advisory Services held 2,662,339 shares of Dimensional International Core Equity 2 ETF worth $99.2M as of Q2 2026.
Annex Advisory Services bought 200,895 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $7.54M.
Dimensional International Core Equity 2 ETF made up 1.69% of Annex Advisory Services's portfolio in Q2 2026, its #12 holding.
Annex Advisory Services first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
129 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.