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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
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
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

Essential Planning's DFIC Position: Q1 2026 in Review

Essential Planning increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 20% in Q1 2026, buying an estimated $774K and bringing the position to 130,206 shares worth $4.63M. The position accounts for 1.47% of the portfolio, ranked #19.

Essential Planning first reported a position in DFIC in Q3 2024 and has held it in 7 quarters since. The position peaked at $22.1M in Q4 2024. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Essential Planning held 130,206 shares of Dimensional International Core Equity 2 ETF worth $4.63M as of Q1 2026.
  • Essential Planning bought 21,294 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $774K.
  • Dimensional International Core Equity 2 ETF made up 1.47% of Essential Planning's portfolio in Q1 2026, its #19 holding.
  • Essential Planning first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • Essential Planning's Dimensional International Core Equity 2 ETF position peaked at $22.1M in Q4 2024.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.