EFP
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Envision Financial Planning’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Envision Financial Planning’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 		$2.18M Sell
58,374
-886
-1% -$33.2K 0.71% 23
2026
Q1 		$2.11M Sell
59,260
-200
-0.3% -$7.27K 0.76% 22
2025
Q4 		$2.05M Buy
59,460
+144
+0.2% +$4.81K 0.77% 22
2025
Q3 		$1.94M Sell
59,316
-812
-1% -$25.9K 0.82% 23
2025
Q2 		$1.87M Buy
60,128
+29,138
+94% +$854K 0.87% 21
2025
Q1 		$861K Buy
30,990
+4,948
+19% +$135K 0.44% 26
2024
Q4 		$673K Sell
26,042
-1,559
-6% -$41.8K 0.35% 29
2024
Q3 		$777K Buy
27,601
+2,515
+10% +$68.1K 0.41% 26
2024
Q2 		$660K Buy
25,086
+2,904
+13% +$77.4K 0.5% 21
2024
Q1 		$593K Buy
22,182
+2,963
+15% +$76K 0.48% 22
2023
Q4 		$491K Buy
+19,219
New +$457K 0.43% 23

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

Envision Financial Planning's DFIC Position: Q2 2026 in Review

Envision Financial Planning reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.5% in Q2 2026, selling an estimated $33.2K and leaving 58,374 shares worth $2.18M. The position accounts for 0.71% of the portfolio, ranked #23.

Envision Financial Planning first reported a position in DFIC in Q4 2023 and has held it in 11 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Envision Financial Planning held 58,374 shares of Dimensional International Core Equity 2 ETF worth $2.18M as of Q2 2026.
  • Envision Financial Planning sold 886 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $33.2K.
  • Dimensional International Core Equity 2 ETF made up 0.71% of Envision Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Envision Financial Planning first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.