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

CreativeOne Wealth’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 Q1	$2.01M	Buy	56,453 +129	+0.2%	+$4.69K	0.05%	356
2025 Q4	$1.94M	Sell	56,324 -6,707	-11%	-$224K	0.05%	341
2025 Q3	$2.07M	Buy	63,031 +7,938	+14%	+$253K	0.05%	334
2025 Q2	$1.71M	Buy	55,093 +4,878	+10%	+$143K	0.04%	385
2025 Q1	$1.39M	Buy	50,215 +3,278	+7%	+$89.5K	0.04%	390
2024 Q4	$1.21M	Buy	46,937 +2,189	+5%	+$58.7K	0.04%	415
2024 Q3	$1.26M	Buy	44,748 +22,565	+102%	+$611K	0.04%	373
2024 Q2	$583K	Sell	22,183 -6,182	-22%	-$165K	0.03%	440
2024 Q1	$759K	Buy	28,365 +15,466	+120%	+$397K	0.03%	442
2023 Q4	$329K	Buy	+12,899	New	+$307K	0.02%	473
2023 Q3	–	Sell	-11,101	Closed	-$269K	–	642
2023 Q2	$269K	Buy	+11,101	New	+$270K	0.01%	676

Other funds holding DFIC

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

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

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

CreativeOne Wealth's DFIC Position: Q1 2026 in Review

CreativeOne Wealth increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.23% in Q1 2026, buying an estimated $4.69K and bringing the position to 56,453 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #356.

CreativeOne Wealth first reported a position in DFIC in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q3 2025. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

CreativeOne Wealth held 56,453 shares of Dimensional International Core Equity 2 ETF worth $2.01M as of Q1 2026.
CreativeOne Wealth bought 129 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $4.69K.
Dimensional International Core Equity 2 ETF made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #356 holding.
CreativeOne Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and has held it in 11 quarters since.
CreativeOne Wealth's Dimensional International Core Equity 2 ETF position peaked at $2.07M in Q3 2025.
607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.