Essential Planning’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Essential 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	$5.99M	Buy	160,754 +30,548	+23%	+$1.15M	1.69%	16
2026 Q1	$4.63M	Buy	130,206 +21,294	+20%	+$774K	1.47%	19
2025 Q4	$3.75M	Buy	108,912 +29,961	+38%	+$1M	1.2%	21
2025 Q3	$2.59M	Buy	78,951 +27,233	+53%	+$869K	0.89%	23
2025 Q2	$1.61M	Buy	51,718 +14,651	+40%	+$429K	0.6%	25
2025 Q1	$1.03M	Sell	37,067 -790,726	-96%	-$21.6M	0.41%	31
2024 Q4	$22.1M	Buy	827,793 +817,166	+7,690%	+$21.9M	0.14%	56
2024 Q3	$299K	Buy	+10,627	New	+$288K	0.12%	64

Other funds holding DFIC

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

Essential Planning's DFIC Position: Q2 2026 in Review

Essential Planning increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 23% in Q2 2026, buying an estimated $1.15M and bringing the position to 160,754 shares worth $5.99M. The position accounts for 1.69% of the portfolio, ranked #16.

Essential Planning first reported a position in DFIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.1M in Q4 2024. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Essential Planning held 160,754 shares of Dimensional International Core Equity 2 ETF worth $5.99M as of Q2 2026.
Essential Planning bought 30,548 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $1.15M.
Dimensional International Core Equity 2 ETF made up 1.69% of Essential Planning's portfolio in Q2 2026, its #16 holding.
Essential Planning first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
Essential Planning's Dimensional International Core Equity 2 ETF position peaked at $22.1M in Q4 2024.
637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.