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

Daner Wealth Management’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 		$2.95M Buy
75,202
+10,283
+16% +$386K 1.6% 16
2026
Q1 		$2.46M Buy
64,919
+6,870
+12% +$250K 1.45% 16
2025
Q4 		$2.2M Sell
58,049
-2,576
-4% -$86K 1.34% 14
2025
Q3 		$1.99M Sell
60,625
-2,093
-3% -$66.8K 1.29% 14
2025
Q2 		$2.01M Buy
+62,718
New +$1.84M 1.38% 14
2024
Q4 		$1.8M Buy
+66,480
New +$1.78M 1.32% 15

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

Daner Wealth Management's DFIC Position: Q2 2026 in Review

Daner Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 16% in Q2 2026, buying an estimated $386K and bringing the position to 75,202 shares worth $2.95M. The position accounts for 1.6% of the portfolio, ranked #16.

Daner Wealth Management first reported a position in DFIC in Q4 2024 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Daner Wealth Management held 75,202 shares of Dimensional International Core Equity 2 ETF worth $2.95M as of Q2 2026.
  • Daner Wealth Management bought 10,283 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $386K.
  • Dimensional International Core Equity 2 ETF made up 1.6% of Daner Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Daner Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.