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

Bay Harbor 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 		$8.5K Buy
226
+180
+391% +$6.92K ﹤0.01% 339
2026
Q2 		$1.71K Hold
46
– – ﹤0.01% 699
2026
Q1 		$1.63K Buy
+46
New +$1.67K ﹤0.01% 613

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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

Bay Harbor Wealth Management's DFIC Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 391% in Q3 2026, buying an estimated $6.92K and bringing the position to 226 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Bay Harbor Wealth Management first reported a position in DFIC in Q1 2026 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Bay Harbor Wealth Management held 226 shares of Dimensional International Core Equity 2 ETF worth $8.5K as of Q3 2026.
  • Bay Harbor Wealth Management bought 180 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $6.92K.
  • Dimensional International Core Equity 2 ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #339 holding.
  • Bay Harbor Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2026 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.