FWM
DFIC icon

FMB Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

FMB Wealth 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
2026
Q1 		$9.93M Buy
279,591
+18,808
+7% +$684K 4.11% 6
2025
Q4 		$8.99M Buy
260,783
+11,705
+5% +$391K 3.55% 7
2025
Q3 		$8.17M Buy
249,078
+46,371
+23% +$1.48M 3.46% 7
2025
Q2 		$6.3M Buy
202,707
+68,686
+51% +$2.01M 3% 8
2025
Q1 		$3.72M Buy
134,021
+8,140
+6% +$222K 2.06% 16
2024
Q4 		$3.25M Buy
125,881
+10,926
+10% +$293K 1.83% 17
2024
Q3 		$3.23M Buy
114,955
+37,936
+49% +$1.03M 1.83% 16
2024
Q2 		$2.02M Buy
77,019
+32,093
+71% +$855K 1.54% 20
2024
Q1 		$1.2M Sell
44,926
-164
-0.4% -$4.21K 0.96% 24
2023
Q4 		$1.15M Buy
45,090
+10,612
+31% +$252K 1.05% 21
2023
Q3 		$805K Buy
34,478
+5,476
+19% +$133K 0.86% 24
2023
Q2 		$704K Buy
29,002
+19,310
+199% +$470K 0.75% 28
2023
Q1 		$233K Hold
9,692
– – 0.28% 46
2022
Q4 		$217K Buy
+9,692
New +$207K 0.28% 48

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 $7.07B AUM 18.05% 1-Year Est. Return
EK
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return