Centric Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Centric Wealth Management’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	$1.43M	Buy	+37,757	New	+$1.45M	0.22%	89

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

Centric Wealth Management's DFIC Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q3 2026: 37,757 shares worth $1.43M. The stake represents 0.22% of the portfolio and ranks #89 among its holdings.

548 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Centric Wealth Management held 37,757 shares of Dimensional International Core Equity 2 ETF worth $1.43M as of Q3 2026.
Dimensional International Core Equity 2 ETF was a new Centric Wealth Management position in Q3 2026.
Dimensional International Core Equity 2 ETF made up 0.22% of Centric Wealth Management's portfolio in Q3 2026, its #89 holding.
548 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.