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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
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 $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
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
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 $1.27B AUM 15.81% 1-Year Est. Return

Berger Financial Group's DFIC Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.7% in Q1 2026, buying an estimated $136K and bringing the position to 69,695 shares worth $2.48M. The position accounts for 0.14% of the portfolio, ranked #123.

Berger Financial Group first reported a position in DFIC in Q4 2024 and has held it in 6 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Berger Financial Group held 69,695 shares of Dimensional International Core Equity 2 ETF worth $2.48M as of Q1 2026.
  • Berger Financial Group bought 3,740 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $136K.
  • Dimensional International Core Equity 2 ETF made up 0.14% of Berger Financial Group's portfolio in Q1 2026, its #123 holding.
  • Berger Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.