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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
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

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

Discipline Wealth Solutions's DFIC Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 4% in Q2 2026, selling an estimated $1.13M and leaving 725,663 shares worth $27M. The position accounts for 2.36% of the portfolio, ranked #14.

Discipline Wealth Solutions first reported a position in DFIC in Q2 2025 and has held it in 5 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Discipline Wealth Solutions held 725,663 shares of Dimensional International Core Equity 2 ETF worth $27M as of Q2 2026.
  • Discipline Wealth Solutions sold 30,230 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $1.13M.
  • Dimensional International Core Equity 2 ETF made up 2.36% of Discipline Wealth Solutions's portfolio in Q2 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 5 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.