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

Congress 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
2025
Q2 		$907K Buy
29,171
+2,530
+9% +$74.1K 0.01% 736
2025
Q1 		$740K Buy
+26,641
New +$728K 0.01% 703

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Congress Wealth Management's DFIC Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 9.5% in Q2 2025, buying an estimated $74.1K and bringing the position to 29,171 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #736.

Congress Wealth Management first reported a position in DFIC in Q1 2025 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold DFIC as of Q2 2025.

  • Congress Wealth Management held 29,171 shares of Dimensional International Core Equity 2 ETF worth $907K as of Q2 2025.
  • Congress Wealth Management bought 2,530 Dimensional International Core Equity 2 ETF shares in Q2 2025, an estimated $74.1K.
  • Dimensional International Core Equity 2 ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #736 holding.
  • Congress Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2025 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.