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 Q3	$112M	Buy	2,969,717 +307,378	+12%	+$11.8M	1.83%	13
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

Annex Advisory Services's DFIC Position: Q3 2026 in Review

Annex Advisory Services increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 12% in Q3 2026, buying an estimated $11.8M and bringing the position to 2,969,717 shares worth $112M. The position accounts for 1.83% of the portfolio, ranked #13.

Annex Advisory Services first reported a position in DFIC in Q2 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Annex Advisory Services held 2,969,717 shares of Dimensional International Core Equity 2 ETF worth $112M as of Q3 2026.
Annex Advisory Services bought 307,378 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $11.8M.
Dimensional International Core Equity 2 ETF made up 1.83% of Annex Advisory Services's portfolio in Q3 2026, its #13 holding.
Annex Advisory Services first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.