BC
DFIC icon

Burney Company’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Burney Company’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 		$39.1M Buy
1,049,563
+81,928
+8% +$3.07M 1.05% 9
2026
Q1 		$34.4M Buy
967,635
+75,117
+8% +$2.73M 1.07% 10
2025
Q4 		$30.8M Buy
892,518
+42,410
+5% +$1.42M 0.96% 15
2025
Q3 		$27.9M Buy
850,108
+28,249
+3% +$901K 0.89% 19
2025
Q2 		$25.6M Sell
821,859
-201
-0% -$5.89K 0.86% 23
2025
Q1 		$22.8M Buy
822,060
+45,489
+6% +$1.24M 0.83% 26
2024
Q4 		$20.1M Buy
776,571
+33,702
+5% +$904K 0.71% 30
2024
Q3 		$20.9M Sell
742,869
-5,958
-0.8% -$161K 0.74% 28
2024
Q2 		$19.7M Sell
748,827
-221,349
-23% -$5.9M 0.75% 26
2024
Q1 		$26M Buy
970,176
+49,969
+5% +$1.28M 0.99% 17
2023
Q4 		$23.5M Buy
920,207
+115,383
+14% +$2.74M 0.99% 15
2023
Q3 		$18.8M Buy
804,824
+246,992
+44% +$6M 0.88% 19
2023
Q2 		$13.5M Buy
557,832
+93,194
+20% +$2.27M 0.62% 34
2023
Q1 		$11.2M Buy
464,638
+164,842
+55% +$3.92M 0.55% 46
2022
Q4 		$6.7M Buy
299,796
+17,475
+6% +$373K 0.34% 83
2022
Q3 		$5.41M Buy
282,321
+121,306
+75% +$2.6M 0.3% 99
2022
Q2 		$3.46M Buy
+161,015
New +$3.75M 0.18% 145

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AC
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PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return