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 Q3	$289K	Sell	7,674 -2,008	-21%	-$77.1K	0.01%	637
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

CX Institutional's DFIC Position: Q3 2026 in Review

CX Institutional reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 21% in Q3 2026, selling an estimated $77.1K and leaving 7,674 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #637.

CX Institutional first reported a position in DFIC in Q3 2025 and has held it in 5 quarters since. The position peaked at $361K in Q2 2026. 216 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

CX Institutional held 7,674 shares of Dimensional International Core Equity 2 ETF worth $289K as of Q3 2026.
CX Institutional sold 2,008 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $77.1K.
Dimensional International Core Equity 2 ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #637 holding.
CX Institutional first reported a position in Dimensional International Core Equity 2 ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Dimensional International Core Equity 2 ETF position peaked at $361K in Q2 2026.
216 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.