Capstone Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Capstone Financial Advisors’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	$1.18M	Buy	31,667 +10,917	+53%	+$409K	0.06%	64
2026 Q1	$737K	Hold	20,750	–	–	0.04%	80
2025 Q4	$715K	Hold	20,750	–	–	0.04%	76
2025 Q3	$680K	Hold	20,750	–	–	0.04%	82
2025 Q2	$645K	Hold	20,750	–	–	0.04%	83
2025 Q1	$576K	Hold	20,750	–	–	0.04%	82
2024 Q4	$536K	Hold	20,750	–	–	0.03%	89
2024 Q3	$584K	Hold	20,750	–	–	0.04%	84
2024 Q2	$546K	Hold	20,750	–	–	0.04%	82
2024 Q1	$555K	Hold	20,750	–	–	0.04%	79
2023 Q4	$530K	Hold	20,750	–	–	0.04%	80
2023 Q3	$485K	Hold	20,750	–	–	0.04%	79
2023 Q2	$504K	Hold	20,750	–	–	0.04%	77
2023 Q1	$499K	Hold	20,750	–	–	0.04%	74
2022 Q4	$464K	Buy	+20,750	New	+$443K	0.04%	76

Other funds holding DFIC

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

Capstone Financial Advisors's DFIC Position: Q2 2026 in Review

Capstone Financial Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 53% in Q2 2026, buying an estimated $409K and bringing the position to 31,667 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #64.

Capstone Financial Advisors first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Capstone Financial Advisors held 31,667 shares of Dimensional International Core Equity 2 ETF worth $1.18M as of Q2 2026.
Capstone Financial Advisors bought 10,917 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $409K.
Dimensional International Core Equity 2 ETF made up 0.06% of Capstone Financial Advisors's portfolio in Q2 2026, its #64 holding.
Capstone Financial Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.