EWA
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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
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 $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