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

Balance Wealth’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 		– Sell
-27,125
Closed -$935K – 153
2025
Q4 		$935K Sell
27,125
-1,244
-4% -$41.5K 0.3% 65
2025
Q3 		$930K Buy
28,369
+64
+0.2% +$2.04K 0.23% 65
2025
Q2 		$880K Buy
28,305
+4,930
+21% +$144K 0.52% 51
2025
Q1 		$649K Buy
+23,375
New +$638K 0.42% 57

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Balance Wealth's DFIC Position: Q1 2026 in Review

Balance Wealth sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2026, closing a stake of 27,125 shares — an estimated $935K sold.

Balance Wealth first reported a position in DFIC in Q1 2025 and held it in 4 quarters. The position peaked at $935K in Q4 2025. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Balance Wealth reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Balance Wealth sold 27,125 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $935K.
  • Balance Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q1 2025 and held it in 4 quarters.
  • Balance Wealth's Dimensional International Core Equity 2 ETF position peaked at $935K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.