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

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

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

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

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return