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 Q3	$7.17M	Buy	190,735 +29,981	+19%	+$1.15M	1.96%	15
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Essential Planning's DFIC Position: Q3 2026 in Review

Essential Planning increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 19% in Q3 2026, buying an estimated $1.15M and bringing the position to 190,735 shares worth $7.17M. The position accounts for 1.96% of the portfolio, ranked #15.

Essential Planning first reported a position in DFIC in Q3 2024 and has held it in 9 quarters since. The position peaked at $22.1M in Q4 2024. 432 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Essential Planning held 190,735 shares of Dimensional International Core Equity 2 ETF worth $7.17M as of Q3 2026.
Essential Planning bought 29,981 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $1.15M.
Dimensional International Core Equity 2 ETF made up 1.96% of Essential Planning's portfolio in Q3 2026, its #15 holding.
Essential Planning first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and has held it in 9 quarters since.
Essential Planning's Dimensional International Core Equity 2 ETF position peaked at $22.1M in Q4 2024.
432 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Essential Planning's 13F filing for Q3 2026, filed 21 Oct 2026.