Baird Financial Group

Baird Financial Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Baird Financial Group’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 Q1	$69.9M	Buy	1,967,806 +6,143	+0.3%	+$223K	0.11%	138
2025 Q4	$67.6M	Buy	1,961,663 +39,403	+2%	+$1.32M	0.11%	146
2025 Q3	$63M	Buy	1,922,260 +16,169	+0.8%	+$516K	0.1%	152
2025 Q2	$59.3M	Buy	1,906,091 +233,817	+14%	+$6.85M	0.1%	161
2025 Q1	$46.4M	Buy	1,672,274 +7,420	+0.4%	+$203K	0.09%	191
2024 Q4	$43M	Buy	1,664,854 +15,026	+0.9%	+$403K	0.08%	219
2024 Q3	$46.4M	Sell	1,649,828 -50,385	-3%	-$1.36M	0.09%	216
2024 Q2	$44.7M	Buy	1,700,213 +7,385	+0.4%	+$197K	0.09%	211
2024 Q1	$45.3M	Buy	1,692,828 +80,617	+5%	+$2.07M	0.1%	214
2023 Q4	$41.2M	Buy	1,612,211 +29,875	+2%	+$711K	0.09%	212
2023 Q3	$36.9M	Buy	1,582,336 +245,006	+18%	+$5.95M	0.1%	201
2023 Q2	$32.5M	Sell	1,337,330 -3,327	-0.2%	-$80.9K	0.09%	219
2023 Q1	$32.3M	Buy	1,340,657 +19,088	+1%	+$454K	0.08%	235
2022 Q4	$29.5M	Buy	1,321,569 +8,250	+0.6%	+$176K	0.08%	240
2022 Q3	$25.2M	Buy	+1,313,319	New	+$28.2M	0.07%	251

Other funds holding DFIC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return