CI
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CX Institutional’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

CX Institutional’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 		$361K Buy
9,682
+5,343
+123% +$200K 0.01% 559
2026
Q1 		$154K Buy
4,339
+8
+0.2% +$291 ﹤0.01% 780
2025
Q4 		$149K Buy
4,331
+352
+9% +$11.8K ﹤0.01% 778
2025
Q3 		$130K Buy
+3,979
New +$127K ﹤0.01% 785

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

CX Institutional's DFIC Position: Q2 2026 in Review

CX Institutional increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 123% in Q2 2026, buying an estimated $200K and bringing the position to 9,682 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #559.

CX Institutional first reported a position in DFIC in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • CX Institutional held 9,682 shares of Dimensional International Core Equity 2 ETF worth $361K as of Q2 2026.
  • CX Institutional bought 5,343 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $200K.
  • Dimensional International Core Equity 2 ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #559 holding.
  • CX Institutional first reported a position in Dimensional International Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.