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

Envision Financial’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 		$6.8M Buy
180,823
+46,039
+34% +$1.77M 3.02% 12
2026
Q2 		$5.02M Buy
134,784
+108,625
+415% +$4.07M 2.31% 14
2026
Q1 		$929K Buy
+26,159
New +$951K 0.5% 28

Other funds holding DFIC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Envision Financial's DFIC Position: Q3 2026 in Review

Envision Financial increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 34% in Q3 2026, buying an estimated $1.77M and bringing the position to 180,823 shares worth $6.8M. The position accounts for 3.02% of the portfolio, ranked #12.

Envision Financial first reported a position in DFIC in Q1 2026 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Envision Financial held 180,823 shares of Dimensional International Core Equity 2 ETF worth $6.8M as of Q3 2026.
  • Envision Financial bought 46,039 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $1.77M.
  • Dimensional International Core Equity 2 ETF made up 3.02% of Envision Financial's portfolio in Q3 2026, its #12 holding.
  • Envision Financial first reported a position in Dimensional International Core Equity 2 ETF in Q1 2026 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.