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Financial Plan Inc’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Financial Plan Inc’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 		$53.9M Buy
1,516,156
+106,677
+8% +$3.88M 5.77% 4
2025
Q4 		$48.6M Buy
+1,409,479
New +$47M 5.58% 4

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 $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.14B AUM 21.49% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Financial Plan Inc's DFIC Position: Q1 2026 in Review

Financial Plan Inc increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 7.6% in Q1 2026, buying an estimated $3.88M and bringing the position to 1,516,156 shares worth $53.9M. The position accounts for 5.77% of the portfolio, ranked #4.

Financial Plan Inc first reported a position in DFIC in Q4 2025 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Financial Plan Inc held 1,516,156 shares of Dimensional International Core Equity 2 ETF worth $53.9M as of Q1 2026.
  • Financial Plan Inc bought 106,677 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $3.88M.
  • Dimensional International Core Equity 2 ETF made up 5.77% of Financial Plan Inc's portfolio in Q1 2026, its #4 holding.
  • Financial Plan Inc first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.