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

Discipline Wealth Solutions’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	$26.3M	Sell	698,673 -26,990	-4%	-$1.04M	2.28%	14
2026 Q2	$27M	Sell	725,663 -30,230	-4%	-$1.13M	2.36%	14
2026 Q1	$26.9M	Buy	755,893 +449,654	+147%	+$16.3M	2.83%	11
2025 Q4	$10.6M	Buy	306,239 +275,991	+912%	+$9.21M	1.96%	15
2025 Q3	$992K	Buy	30,248 +22,171	+274%	+$707K	0.26%	61
2025 Q2	$251K	Buy	+8,077	New	+$237K	0.1%	83

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

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

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Discipline Wealth Solutions's DFIC Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.7% in Q3 2026, selling an estimated $1.04M and leaving 698,673 shares worth $26.3M. The position accounts for 2.28% of the portfolio, ranked #14.

Discipline Wealth Solutions first reported a position in DFIC in Q2 2025 and has held it in 6 quarters since. The position peaked at $27M in Q2 2026. 142 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Discipline Wealth Solutions held 698,673 shares of Dimensional International Core Equity 2 ETF worth $26.3M as of Q3 2026.
Discipline Wealth Solutions sold 26,990 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $1.04M.
Dimensional International Core Equity 2 ETF made up 2.28% of Discipline Wealth Solutions's portfolio in Q3 2026, its #14 holding.
Discipline Wealth Solutions first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
Discipline Wealth Solutions's Dimensional International Core Equity 2 ETF position peaked at $27M in Q2 2026.
142 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.