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

CAPTRUST 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
Q1 		$1.38M Buy
38,896
+1,320
+4% +$48K ﹤0.01% 1416
2025
Q4 		$1.29M Buy
37,576
+30,927
+465% +$1.03M ﹤0.01% 1347
2025
Q3 		$218K Hold
6,649
– – ﹤0.01% 2368
2025
Q2 		$207K Sell
6,649
-3,556
-35% -$104K ﹤0.01% 2285
2025
Q1 		$283K Buy
10,205
+1,250
+14% +$34.1K ﹤0.01% 1975
2024
Q4 		$231K Buy
+8,955
New +$240K ﹤0.01% 2065

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

CAPTRUST Financial Advisors's DFIC Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.5% in Q1 2026, buying an estimated $48K and bringing the position to 38,896 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

CAPTRUST Financial Advisors first reported a position in DFIC in Q4 2024 and has held it in 6 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • CAPTRUST Financial Advisors held 38,896 shares of Dimensional International Core Equity 2 ETF worth $1.38M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,320 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $48K.
  • Dimensional International Core Equity 2 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1416 holding.
  • CAPTRUST Financial Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.