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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$300K Buy
8,054
+546
+7% +$20.5K 0.17% 70
2026
Q1
$267K Buy
7,508
+1,260
+20% +$45.8K 0.17% 69
2025
Q4
$215K Buy
6,248
+1,288
+26% +$43K 0.15% 70
2025
Q3
$163K Hold
4,960
0.12% 74
2025
Q2
$154K Buy
4,960
+1,281
+35% +$37.5K 0.11% 83
2025
Q1
$102K Buy
3,679
+922
+33% +$25.2K 0.07% 81
2024
Q4
$71.3K Buy
2,757
+181
+7% +$4.86K 0.05% 83
2024
Q3
$72.5K Buy
2,576
+236
+10% +$6.39K 0.05% 87
2024
Q2
$61.5K Hold
2,340
0.05% 82
2024
Q1
$62.6K Buy
2,340
+930
+66% +$23.9K 0.05% 78
2023
Q4
$36K Buy
+1,410
New +$33.5K 0.03% 86

Other funds holding DFIC

Elevate Wealth Advisory's DFIC Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 7.3% in Q2 2026, buying an estimated $20.5K and bringing the position to 8,054 shares worth $300K. The position accounts for 0.17% of the portfolio, ranked #70.

Elevate Wealth Advisory first reported a position in DFIC in Q4 2023 and has held it in 11 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Elevate Wealth Advisory held 8,054 shares of Dimensional International Core Equity 2 ETF worth $300K as of Q2 2026.
  • Elevate Wealth Advisory bought 546 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $20.5K.
  • Dimensional International Core Equity 2 ETF made up 0.17% of Elevate Wealth Advisory's portfolio in Q2 2026, its #70 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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