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

Axxcess 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
Q2 		$943K Buy
+25,302
New +$949K 0.02% 550
2026
Q1 		– Sell
-102,585
Closed -$3.54M – 531
2025
Q4 		$3.54M Buy
102,585
+73,324
+251% +$2.45M 0.06% 269
2025
Q3 		$959K Sell
29,261
-1,970
-6% -$62.9K 0.02% 455
2025
Q2 		$971K Sell
31,231
-2,132
-6% -$62.5K 0.02% 432
2025
Q1 		$926K Buy
+33,363
New +$911K 0.02% 412

Other funds holding DFIC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Axxcess Wealth Management's DFIC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q2 2026: 25,302 shares worth $943K. The stake represents 0.02% of the portfolio and ranks #550 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFIC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFIC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.54M in Q4 2025. 420 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Axxcess Wealth Management held 25,302 shares of Dimensional International Core Equity 2 ETF worth $943K as of Q2 2026.
  • Dimensional International Core Equity 2 ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Dimensional International Core Equity 2 ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Axxcess Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • Axxcess Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $3.54M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.