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EP Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

EP Wealth Advisors’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 		$25.4M Buy
680,849
+12,067
+2% +$453K 0.1% 150
2026
Q1 		$23.8M Sell
668,782
-4,878
-0.7% -$177K 0.12% 118
2025
Q4 		$23.2M Buy
+673,660
New +$22.5M 0.12% 117
2025
Q2 		$27.2M Buy
876,069
+15,409
+2% +$451K 0.18% 98
2025
Q1 		$23.9M Buy
860,660
+749,724
+676% +$20.5M 0.19% 96
2024
Q4 		$2.87M Buy
110,936
+99,171
+843% +$2.66M 0.02% 294
2024
Q3 		$331K Buy
11,765
+4,053
+53% +$110K ﹤0.01% 819
2024
Q2 		$203K Sell
7,712
-1,753
-19% -$46.7K ﹤0.01% 756
2024
Q1 		$253K Sell
9,465
-2,373
-20% -$60.9K ﹤0.01% 675
2023
Q4 		$302K Buy
11,838
+6,634
+127% +$158K ﹤0.01% 615
2023
Q3 		$122K Sell
5,204
-21,097
-80% -$512K ﹤0.01% 723
2023
Q2 		$290K Hold
26,301
– – ﹤0.01% 571
2023
Q1 		$620K Buy
+26,301
New +$625K 0.01% 375

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

EP Wealth Advisors's DFIC Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.8% in Q2 2026, buying an estimated $453K and bringing the position to 680,849 shares worth $25.4M. The position accounts for 0.1% of the portfolio, ranked #150.

EP Wealth Advisors first reported a position in DFIC in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.2M in Q2 2025. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • EP Wealth Advisors held 680,849 shares of Dimensional International Core Equity 2 ETF worth $25.4M as of Q2 2026.
  • EP Wealth Advisors bought 12,067 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $453K.
  • Dimensional International Core Equity 2 ETF made up 0.1% of EP Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • EP Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
  • EP Wealth Advisors's Dimensional International Core Equity 2 ETF position peaked at $27.2M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.