Apella Capital’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Apella Capital’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	$179M	Buy	4,772,870 +220,410	+5%	+$8.27M	2.53%	6
2026 Q1	$173M	Buy	4,552,460 +256,005	+6%	+$9.3M	2.57%	5
2025 Q4	$148M	Buy	4,296,455 +349,438	+9%	+$11.7M	2.93%	4
2025 Q3	$130M	Buy	3,947,017 +300,396	+8%	+$9.59M	2.89%	4
2025 Q2	$113M	Buy	3,646,621 +391,777	+12%	+$11.5M	3.05%	5
2025 Q1	$86.7M	Buy	3,254,844 +452,415	+16%	+$12.4M	2.98%	6
2024 Q4	$72.4M	Buy	2,802,429 +925,195	+49%	+$24.8M	2.78%	10
2024 Q3	$52.4M	Buy	1,877,234 +135,752	+8%	+$3.68M	2.15%	11
2024 Q2	$46.3M	Buy	1,741,482 +605,598	+53%	+$16.1M	2.07%	12
2024 Q1	$30.5M	Buy	1,135,884 +266,917	+31%	+$6.85M	1.54%	17
2023 Q4	$21.9M	Buy	868,967 +737,810	+563%	+$17.5M	1.22%	24
2023 Q3	$3.06M	Buy	131,157 +104,256	+388%	+$2.53M	0.22%	69
2023 Q2	$653K	Buy	+26,901	New	+$654K	0.05%	153
2022 Q4	$686K	Buy	+30,711	New	+$656K	0.06%	133

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital's DFIC Position: Q2 2026 in Review

Apella Capital increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 4.8% in Q2 2026, buying an estimated $8.27M and bringing the position to 4,772,870 shares worth $179M. The position accounts for 2.53% of the portfolio, ranked #6.

Apella Capital first reported a position in DFIC in Q4 2022 and has held it in 14 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Apella Capital held 4,772,870 shares of Dimensional International Core Equity 2 ETF worth $179M as of Q2 2026.
Apella Capital bought 220,410 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $8.27M.
Dimensional International Core Equity 2 ETF made up 2.53% of Apella Capital's portfolio in Q2 2026, its #6 holding.
Apella Capital first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.