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

Fortress 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
2025
Q3 		$263K Buy
8,036
+484
+6% +$15.4K 0.12% 70
2025
Q2 		$235K Buy
7,552
+52
+0.7% +$1.52K 0.11% 70
2025
Q1 		$208K Buy
+7,500
New +$205K 0.11% 69

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Fortress Wealth Management's DFIC Position: Q3 2025 in Review

Fortress Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.4% in Q3 2025, buying an estimated $15.4K and bringing the position to 8,036 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #70.

Fortress Wealth Management first reported a position in DFIC in Q1 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

  • Fortress Wealth Management held 8,036 shares of Dimensional International Core Equity 2 ETF worth $263K as of Q3 2025.
  • Fortress Wealth Management bought 484 Dimensional International Core Equity 2 ETF shares in Q3 2025, an estimated $15.4K.
  • Dimensional International Core Equity 2 ETF made up 0.12% of Fortress Wealth Management's portfolio in Q3 2025, its #70 holding.
  • Fortress Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.