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Calton & Associates’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Calton & Associates’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 		$620K Buy
16,635
+1,099
+7% +$41.2K 0.09% 199
2026
Q1 		$552K Buy
15,536
+6,405
+70% +$233K 0.08% 215
2025
Q4 		$315K Buy
+9,131
New +$305K 0.05% 314

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 22.9% 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 $7.88B AUM 10.78% 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

Calton & Associates's DFIC Position: Q2 2026 in Review

Calton & Associates increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 7.1% in Q2 2026, buying an estimated $41.2K and bringing the position to 16,635 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #199.

Calton & Associates first reported a position in DFIC in Q4 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Calton & Associates held 16,635 shares of Dimensional International Core Equity 2 ETF worth $620K as of Q2 2026.
  • Calton & Associates bought 1,099 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $41.2K.
  • Dimensional International Core Equity 2 ETF made up 0.09% of Calton & Associates's portfolio in Q2 2026, its #199 holding.
  • Calton & Associates first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.