Blue Trust Inc
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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
Q3 		$940 Buy
+25
New +$960 ﹤0.01% 2180
2026
Q2 		– Sell
-18,794
Closed -$668K – 2500
2026
Q1 		$668K Buy
18,794
+2,744
+17% +$100K 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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
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

Blue Trust Inc's DFIC Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q3 2026: 25 shares worth $940. The stake represents ﹤0.01% of the portfolio and ranks #2180 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in DFIC as recently as Q1 2026.

Blue Trust Inc first reported a position in DFIC in Q2 2023 and has held it in 13 quarters since. The position peaked at $668K in Q1 2026. 470 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Blue Trust Inc held 25 shares of Dimensional International Core Equity 2 ETF worth $940 as of Q3 2026.
  • Dimensional International Core Equity 2 ETF was a new Blue Trust Inc position in Q3 2026.
  • Dimensional International Core Equity 2 ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2180 holding.
  • Blue Trust Inc first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • Blue Trust Inc's Dimensional International Core Equity 2 ETF position peaked at $668K in Q1 2026.
  • 470 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.