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

Delap Wealth Advisory’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 		$2.07M Hold
58,218
– – 0.78% 26
2025
Q4 		$2.01M Sell
58,218
-107
-0.2% -$3.57K 0.77% 28
2025
Q3 		$1.92M Sell
58,325
-1,124
-2% -$35.9K 0.81% 24
2025
Q2 		$1.85M Buy
59,449
+46,554
+361% +$1.36M 0.89% 25
2025
Q1 		$358K Buy
12,895
+1,182
+10% +$32.3K 0.2% 55
2024
Q4 		$303K Buy
11,713
+154
+1% +$4.13K 0.18% 58
2024
Q3 		$325K Sell
11,559
-33,753
-74% -$914K 0.21% 44
2024
Q2 		$1.19M Buy
45,312
+36,445
+411% +$971K 0.55% 29
2024
Q1 		$237K Buy
+8,867
New +$227K 0.1% 210

Other funds holding DFIC

Mercer Global Advisors
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
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 $1.42B AUM 21.31% 1-Year Est. Return

Delap Wealth Advisory's DFIC Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q1 2026 at 58,218 shares worth $2.07M. The position accounts for 0.78% of the portfolio, ranked #26.

Delap Wealth Advisory first reported a position in DFIC in Q1 2024 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Delap Wealth Advisory held 58,218 shares of Dimensional International Core Equity 2 ETF worth $2.07M as of Q1 2026.
  • Delap Wealth Advisory left its Dimensional International Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional International Core Equity 2 ETF made up 0.78% of Delap Wealth Advisory's portfolio in Q1 2026, its #26 holding.
  • Delap Wealth Advisory first reported a position in Dimensional International Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • 608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.