Copperleaf Capital’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Copperleaf Capital’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 Q3	$3.38M	Buy	103,094 +3,394	+3%	+$108K	1.62%	15
2025 Q2	$3.1M	Buy	99,700 +9,309	+10%	+$273K	1.57%	16
2025 Q1	$2.51M	Buy	90,391 +2,870	+3%	+$78.4K	1.5%	15
2024 Q4	$2.26M	Buy	87,521 +10,298	+13%	+$276K	1.43%	19
2024 Q3	$2.17M	Buy	77,223 +1,704	+2%	+$46.2K	1.66%	16
2024 Q2	$1.99M	Sell	75,519 -1,621	-2%	-$43.2K	1.59%	19
2024 Q1	$2.06M	Sell	77,140 -3,865	-5%	-$99.2K	1.79%	14
2023 Q4	$2.07M	Buy	81,005 +1,391	+2%	+$33.1K	2.11%	11
2023 Q3	$1.86M	Buy	79,614 +15,510	+24%	+$377K	2.01%	14
2023 Q2	$1.56M	Buy	64,104 +25,936	+68%	+$631K	1.46%	22
2023 Q1	$919K	Buy	38,168 +28,107	+279%	+$668K	0.91%	34
2022 Q4	$225K	Buy	+10,061	New	+$215K	0.26%	61

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Copperleaf Capital's DFIC Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.4% in Q3 2025, buying an estimated $108K and bringing the position to 103,094 shares worth $3.38M. The position accounts for 1.62% of the portfolio, ranked #15.

Copperleaf Capital first reported a position in DFIC in Q4 2022 and has held it in 12 quarters since. 484 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

Copperleaf Capital held 103,094 shares of Dimensional International Core Equity 2 ETF worth $3.38M as of Q3 2025.
Copperleaf Capital bought 3,394 Dimensional International Core Equity 2 ETF shares in Q3 2025, an estimated $108K.
Dimensional International Core Equity 2 ETF made up 1.62% of Copperleaf Capital's portfolio in Q3 2025, its #15 holding.
Copperleaf Capital first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 12 quarters since.
484 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.