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Confluence Wealth Services’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Confluence Wealth Services’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 		$648K Hold
17,401
– – 0.02% 291
2026
Q1 		$618K Buy
17,401
+16
+0.1% +$582 0.02% 245
2025
Q4 		$599K Buy
17,385
+1,734
+11% +$57.9K 0.02% 244
2025
Q3 		$513K Hold
15,651
– – 0.03% 240
2025
Q2 		$487K Sell
15,651
-711
-4% -$20.8K 0.03% 248
2025
Q1 		$461K Buy
+16,362
New +$447K 0.03% 240

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

Confluence Wealth Services's DFIC Position: Q2 2026 in Review

Confluence Wealth Services held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q2 2026 at 17,401 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #291.

Confluence Wealth Services first reported a position in DFIC in Q1 2025 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Confluence Wealth Services held 17,401 shares of Dimensional International Core Equity 2 ETF worth $648K as of Q2 2026.
  • Confluence Wealth Services left its Dimensional International Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity 2 ETF made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #291 holding.
  • Confluence Wealth Services first reported a position in Dimensional International Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.