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Bridge Generations Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Bridge Generations 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
Q1 		$8.73M Sell
245,608
-358
-0.1% -$13K 5% 7
2025
Q4 		$8.48M Buy
245,966
+1,558
+0.6% +$52K 5.25% 7
2025
Q3 		$8.01M Sell
244,408
-23,276
-9% -$743K 5.32% 7
2025
Q2 		$8.32M Sell
267,684
-25,977
-9% -$761K 5.05% 8
2025
Q1 		$8.15M Sell
293,661
-9,115
-3% -$249K 5.12% 8
2024
Q4 		$7.83M Buy
+302,776
New +$8.12M 5.17% 7

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

Bridge Generations Wealth Management's DFIC Position: Q1 2026 in Review

Bridge Generations Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.15% in Q1 2026, selling an estimated $13K and leaving 245,608 shares worth $8.73M. The position accounts for 5% of the portfolio, ranked #7.

Bridge Generations Wealth Management 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.

  • Bridge Generations Wealth Management held 245,608 shares of Dimensional International Core Equity 2 ETF worth $8.73M as of Q1 2026.
  • Bridge Generations Wealth Management sold 358 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $13K.
  • Dimensional International Core Equity 2 ETF made up 5% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Bridge Generations Wealth Management 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 Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.