CA
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Continuum Advisory’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Continuum Advisory’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 		– Sell
-82
Closed -$2.28K – 683
2025
Q1 		$2.28K Hold
82
– – ﹤0.01% 1313
2024
Q4 		$2.11K Buy
82
+1
+1% +$27 ﹤0.01% 1399
2024
Q3 		$2.13K Sell
81
-215
-73% -$5.82K ﹤0.01% 1406
2024
Q2 		$7.78K Buy
296
+216
+270% +$5.76K ﹤0.01% 1007
2024
Q1 		$2.15K Sell
80
-20,085
-100% -$515K ﹤0.01% 1278
2023
Q4 		$515K Sell
20,165
-159
-0.8% -$3.78K 0.07% 275
2023
Q3 		$475K Buy
20,324
+1,476
+8% +$35.8K 0.08% 281
2023
Q2 		$457K Buy
18,848
+103
+0.5% +$2.5K 0.07% 298
2023
Q1 		$451K Sell
18,745
-1,473
-7% -$35K 0.08% 280
2022
Q4 		$452K Buy
20,218
+1,972
+11% +$42.1K 0.08% 276
2022
Q3 		$350K Sell
18,246
-583
-3% -$12.5K 0.06% 302
2022
Q2 		$405K Buy
+18,829
New +$438K 0.07% 285

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return