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Concord Wealth Partners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Concord Wealth Partners’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 		$388K Buy
10,413
+4,214
+68% +$158K 0.04% 163
2026
Q1 		$220K Buy
6,199
+8
+0.1% +$291 0.03% 196
2025
Q4 		$213K Buy
6,191
+28
+0.5% +$935 0.03% 189
2025
Q3 		$202K Buy
6,163
+17
+0.3% +$542 0.03% 190
2025
Q2 		$191K Buy
6,146
+2,863
+87% +$83.9K 0.03% 205
2025
Q1 		$91.2K Buy
+3,283
New +$89.7K 0.02% 255
2023
Q1 		– Sell
-1,006
Closed -$22.5K – 1044
2022
Q4 		$22.5K Buy
+1,006
New +$21.5K 0.01% 510

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 22.96% 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 $7.08B AUM 17.38% 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

Concord Wealth Partners's DFIC Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 68% in Q2 2026, buying an estimated $158K and bringing the position to 10,413 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #163.

Concord Wealth Partners first reported a position in DFIC in Q4 2022 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Concord Wealth Partners held 10,413 shares of Dimensional International Core Equity 2 ETF worth $388K as of Q2 2026.
  • Concord Wealth Partners bought 4,214 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $158K.
  • Dimensional International Core Equity 2 ETF made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #163 holding.
  • Concord Wealth Partners first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.