Aprio Wealth Management
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Aprio Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Aprio Wealth Management’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 		– Sell
-5,604
Closed -$209K – 649
2026
Q2 		$209K Sell
5,604
-11,207
-67% -$420K 0.01% 613
2026
Q1 		$597K Buy
+16,811
New +$611K 0.03% 304

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Forum Financial Management
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Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Aprio Wealth Management's DFIC Position: Q3 2026 in Review

Aprio Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2026, closing a stake of 5,604 shares — an estimated $209K sold.

Aprio Wealth Management first reported a position in DFIC in Q1 2026 and held it in 2 quarters. The position peaked at $597K in Q1 2026. 541 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Aprio Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 5,604 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $209K.
  • Aprio Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2026 and held it in 2 quarters.
  • Aprio Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $597K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.