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 Q3	$43.7M	Buy	1,163,254 +113,691	+11%	+$4.37M	1.2%	10
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

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Burney Company's DFIC Position: Q3 2026 in Review

Burney Company increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 11% in Q3 2026, buying an estimated $4.37M and bringing the position to 1,163,254 shares worth $43.7M. The position accounts for 1.2% of the portfolio, ranked #10.

Burney Company first reported a position in DFIC in Q2 2022 and has held it in 18 quarters since. 541 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Burney Company held 1,163,254 shares of Dimensional International Core Equity 2 ETF worth $43.7M as of Q3 2026.
Burney Company bought 113,691 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $4.37M.
Dimensional International Core Equity 2 ETF made up 1.2% of Burney Company's portfolio in Q3 2026, its #10 holding.
Burney Company first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 18 quarters since.
541 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.