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

EverSource 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	$19.6M	Sell	524,928 -1,593	-0.3%	-$59.8K	0.66%	38
2026 Q1	$18.7M	Buy	526,521 +47,951	+10%	+$1.74M	0.57%	37
2025 Q4	$16.5M	Buy	478,570 +43,180	+10%	+$1.44M	0.61%	34
2025 Q3	$14.3M	Buy	435,390 +45,727	+12%	+$1.46M	0.56%	41
2025 Q2	$12.1M	Buy	389,663 +43,707	+13%	+$1.28M	0.55%	42
2025 Q1	$9.61M	Buy	345,956 +161,600	+88%	+$4.41M	0.53%	47
2024 Q4	$4.76M	Buy	184,356 +47,280	+34%	+$1.27M	0.27%	83
2024 Q3	$3.86M	Buy	137,076 +3,891	+3%	+$105K	0.24%	89
2024 Q2	$3.62M	Buy	133,185 +9,597	+8%	+$256K	0.24%	91
2024 Q1	$3.22M	Buy	123,588 +36,966	+43%	+$948K	0.25%	91
2023 Q4	$2.21M	Buy	86,622 +4,267	+5%	+$101K	0.2%	106
2023 Q3	$1.92M	Buy	82,355 +17,777	+28%	+$432K	0.2%	107
2023 Q2	$1.57M	Buy	64,578 +6,761	+12%	+$164K	0.17%	118
2023 Q1	$1.39M	Buy	57,817 +7,287	+14%	+$173K	0.17%	112
2022 Q4	$1.13M	Buy	50,530 +6,224	+14%	+$133K	0.17%	109
2022 Q3	$849K	Buy	+44,306	New	+$951K	0.19%	101

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

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

EverSource Wealth Advisors reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.3% in Q2 2026, selling an estimated $59.8K and leaving 524,928 shares worth $19.6M. The position accounts for 0.66% of the portfolio, ranked #38.

EverSource Wealth Advisors first reported a position in DFIC in Q3 2022 and has held it in 16 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

EverSource Wealth Advisors held 524,928 shares of Dimensional International Core Equity 2 ETF worth $19.6M as of Q2 2026.
EverSource Wealth Advisors sold 1,593 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $59.8K.
Dimensional International Core Equity 2 ETF made up 0.66% of EverSource Wealth Advisors's portfolio in Q2 2026, its #38 holding.
EverSource Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.