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

Berger 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
Q2 		$2.58M Sell
69,247
-448
-0.6% -$16.8K 0.13% 125
2026
Q1 		$2.48M Buy
69,695
+3,740
+6% +$136K 0.14% 123
2025
Q4 		$2.27M Sell
65,955
-2,605
-4% -$87K 0.13% 129
2025
Q3 		$2.25M Buy
68,560
+485
+0.7% +$15.5K 0.13% 129
2025
Q2 		$2.12M Buy
68,075
+5,425
+9% +$159K 0.14% 128
2025
Q1 		$1.74M Sell
62,650
-8,037
-11% -$219K 0.12% 132
2024
Q4 		$1.83M Buy
+70,687
New +$1.9M 0.13% 131

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Berger Financial Group's DFIC Position: Q2 2026 in Review

Berger Financial Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.64% in Q2 2026, selling an estimated $16.8K and leaving 69,247 shares worth $2.58M. The position accounts for 0.13% of the portfolio, ranked #125.

Berger Financial Group first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Berger Financial Group held 69,247 shares of Dimensional International Core Equity 2 ETF worth $2.58M as of Q2 2026.
  • Berger Financial Group sold 448 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $16.8K.
  • Dimensional International Core Equity 2 ETF made up 0.13% of Berger Financial Group's portfolio in Q2 2026, its #125 holding.
  • Berger Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.