Envestnet Portfolio Solutions
DFIC icon

Envestnet Portfolio Solutions’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Envestnet Portfolio 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
Q1 		– Sell
-12,536
Closed -$432K – 1338
2025
Q4 		$432K Sell
12,536
-61
-0.5% -$2.04K ﹤0.01% 1119
2025
Q3 		$413K Sell
12,597
-11,240
-47% -$359K ﹤0.01% 1101
2025
Q2 		$741K Sell
23,837
-1,258
-5% -$36.9K ﹤0.01% 921
2025
Q1 		$697K Sell
25,095
-43,476
-63% -$1.19M ﹤0.01% 925
2024
Q4 		$1.77M Buy
68,571
+2,375
+4% +$63.7K 0.01% 702
2024
Q3 		$1.86M Buy
66,196
+51,648
+355% +$1.4M 0.01% 684
2024
Q2 		$382K Buy
14,548
+1,094
+8% +$29.2K ﹤0.01% 1249
2024
Q1 		$360K Sell
13,454
-2,253
-14% -$57.8K ﹤0.01% 1262
2023
Q4 		$401K Buy
15,707
+1,826
+13% +$43.4K ﹤0.01% 1144
2023
Q3 		$324K Buy
+13,881
New +$337K ﹤0.01% 1188

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 $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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 $3.63B AUM 17.91% 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 $1.27B AUM 15.81% 1-Year Est. Return