BTI
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Blue Trust Inc’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Blue Trust Inc’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 		$668K Buy
18,794
+2,744
+17% +$99.7K 0.01% 392
2025
Q4 		$553K Buy
16,050
+1,218
+8% +$40.7K 0.01% 452
2025
Q3 		$486K Sell
14,832
-321
-2% -$10.2K 0.01% 495
2025
Q2 		$471K Buy
15,153
+1,400
+10% +$41K 0.01% 470
2025
Q1 		$382K Sell
13,753
-3,138
-19% -$85.7K ﹤0.01% 485
2024
Q4 		$437K Hold
16,891
– – 0.01% 410
2024
Q3 		$444K Hold
16,891
– – 0.01% 519
2024
Q2 		$452K Hold
16,891
– – 0.01% 412
2024
Q1 		$452K Buy
16,891
+6,868
+69% +$176K 0.01% 288
2023
Q4 		$234K Buy
10,023
+8,330
+492% +$198K ﹤0.01% 402
2023
Q3 		$41K Buy
1,693
+1,235
+270% +$30K ﹤0.01% 907
2023
Q2 		$11K Buy
+458
New +$11.1K ﹤0.01% 1267

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