FM
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Family Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Family Management’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
2025
Q4 		– Sell
-2
Closed -$66 – 294
2025
Q3 		$66 Buy
+2
New +$64 ﹤0.01% 262

Other funds holding DFIC

Mercer Global Advisors
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Family Management's DFIC Position: Q4 2025 in Review

Family Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2025, closing a stake of 2 shares — an estimated $66 sold.

Family Management first reported a position in DFIC in Q3 2025 and held it in 1 quarter. The position peaked at $66 in Q3 2025. 566 funds tracked by Wall St. Rank hold DFIC as of Q4 2025.

  • Family Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 2 Dimensional International Core Equity 2 ETF shares in Q4 2025, an estimated $66.
  • Family Management first reported a position in Dimensional International Core Equity 2 ETF in Q3 2025 and held it in 1 quarter.
  • Family Management's Dimensional International Core Equity 2 ETF position peaked at $66 in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.