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 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	0.57%	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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return