C1AG
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Client 1st Advisory Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Client 1st Advisory Group’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 		$15M Sell
403,078
-10,190
-2% -$382K 3.91% 4
2026
Q1 		$14.7M Sell
413,268
-6,406
-2% -$233K 4.46% 4
2025
Q4 		$14.5M Sell
419,674
-18,058
-4% -$603K 4.52% 4
2025
Q3 		$14.4M Sell
437,732
-21,581
-5% -$689K 4.75% 4
2025
Q2 		$14.3M Sell
459,313
-40,112
-8% -$1.17M 5.18% 4
2025
Q1 		$13.9M Sell
499,425
-19,150
-4% -$523K 5.4% 4
2024
Q4 		$13.4M Sell
518,575
-13,559
-3% -$364K 5.16% 5
2024
Q3 		$15M Sell
532,134
-7,333
-1% -$199K 5.95% 3
2024
Q2 		$14.2M Buy
539,467
+9,283
+2% +$247K 6.11% 4
2024
Q1 		$14.2M Buy
530,184
+59,132
+13% +$1.52M 6.37% 3
2023
Q4 		$12M Buy
471,052
+147,469
+46% +$3.51M 5.84% 4
2023
Q3 		$7.56M Buy
323,583
+214,540
+197% +$5.21M 3.99% 5
2023
Q2 		$2.65M Buy
+109,043
New +$2.65M 1.39% 15

Other funds holding DFIC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Client 1st Advisory Group's DFIC Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.5% in Q2 2026, selling an estimated $382K and leaving 403,078 shares worth $15M. The position accounts for 3.91% of the portfolio, ranked #4.

Client 1st Advisory Group first reported a position in DFIC in Q2 2023 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Client 1st Advisory Group held 403,078 shares of Dimensional International Core Equity 2 ETF worth $15M as of Q2 2026.
  • Client 1st Advisory Group sold 10,190 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $382K.
  • Dimensional International Core Equity 2 ETF made up 3.91% of Client 1st Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Client 1st Advisory Group first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.