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Burton Enright Welch’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Burton Enright Welch’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 		$46.1M Buy
1,238,480
+96,457
+8% +$3.62M 5.42% 6
2026
Q1 		$40.6M Buy
1,142,023
+30,170
+3% +$1.1M 5.52% 6
2025
Q4 		$38.3M Buy
1,111,853
+57,773
+5% +$1.93M 5.39% 6
2025
Q3 		$34.6M Buy
1,054,080
+67,150
+7% +$2.14M 5.22% 6
2025
Q2 		$30.7M Sell
986,930
-21,977
-2% -$644K 5.32% 5
2025
Q1 		$28M Buy
1,008,907
+70,514
+8% +$1.93M 5.7% 6
2024
Q4 		$24.3M Buy
938,393
+71,822
+8% +$1.93M 5.09% 6
2024
Q3 		$24.4M Buy
866,571
+30,586
+4% +$829K 5.23% 6
2024
Q2 		$22M Buy
835,985
+46,423
+6% +$1.24M 5.07% 6
2024
Q1 		$21.1M Buy
789,562
+70,176
+10% +$1.8M 5.08% 6
2023
Q4 		$18.4M Buy
719,386
+17,480
+2% +$416K 4.91% 7
2023
Q3 		$16.4M Buy
701,906
+78,731
+13% +$1.91M 5.06% 5
2023
Q2 		$15.1M Buy
623,175
+85,355
+16% +$2.08M 4.72% 6
2023
Q1 		$12.9M Buy
537,820
+54,647
+11% +$1.3M 4.93% 6
2022
Q4 		$10.8M Sell
483,173
-27,330
-5% -$584K 4.49% 7
2022
Q3 		$9.78M Buy
510,503
+220,438
+76% +$4.73M 4.85% 7
2022
Q2 		$6.24M Buy
+290,065
New +$6.76M 3.75% 7

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Burton Enright Welch's DFIC Position: Q2 2026 in Review

Burton Enright Welch increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 8.4% in Q2 2026, buying an estimated $3.62M and bringing the position to 1,238,480 shares worth $46.1M. The position accounts for 5.42% of the portfolio, ranked #6.

Burton Enright Welch first reported a position in DFIC in Q2 2022 and has held it in 17 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Burton Enright Welch held 1,238,480 shares of Dimensional International Core Equity 2 ETF worth $46.1M as of Q2 2026.
  • Burton Enright Welch bought 96,457 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $3.62M.
  • Dimensional International Core Equity 2 ETF made up 5.42% of Burton Enright Welch's portfolio in Q2 2026, its #6 holding.
  • Burton Enright Welch first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.