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Forum Financial Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Forum Financial 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
Q2 		$614M Buy
16,467,379
+245,205
+2% +$9.2M 7.88% 5
2026
Q1 		$576M Sell
16,222,174
-313,991
-2% -$11.4M 8.16% 4
2025
Q4 		$570M Sell
16,536,165
-13,519
-0.1% -$451K 7.41% 5
2025
Q3 		$543M Buy
16,549,684
+572,083
+4% +$18.3M 7.43% 5
2025
Q2 		$497M Sell
15,977,601
-250,480
-2% -$7.34M 7.56% 5
2025
Q1 		$451M Sell
16,228,081
-123,163
-0.8% -$3.36M 7.46% 4
2024
Q4 		$423M Buy
16,351,244
+576,935
+4% +$15.5M 7% 5
2024
Q3 		$444M Buy
15,774,309
+521,068
+3% +$14.1M 7.39% 4
2024
Q2 		$401M Sell
15,253,241
-717,119
-4% -$19.1M 7.26% 5
2024
Q1 		$427M Sell
15,970,360
-174,572
-1% -$4.48M 7.3% 4
2023
Q4 		$412M Buy
16,144,932
+974,496
+6% +$23.2M 7.77% 4
2023
Q3 		$354M Buy
15,170,436
+985,692
+7% +$23.9M 7.83% 4
2023
Q2 		$344M Buy
14,184,744
+5,430,907
+62% +$132M 7.71% 4
2023
Q1 		$211M Buy
8,753,837
+2,654,477
+44% +$63.1M 6.09% 4
2022
Q4 		$136M Buy
6,099,360
+3,700,307
+154% +$79.1M 4.49% 4
2022
Q3 		$46M Buy
2,399,053
+2,039,099
+566% +$43.8M 2.22% 6
2022
Q2 		$7.75M Buy
+359,954
New +$8.38M 0.39% 16

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forum Financial Management's DFIC Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.5% in Q2 2026, buying an estimated $9.2M and bringing the position to 16,467,379 shares worth $614M. The position accounts for 7.88% of the portfolio, ranked #5.

Forum Financial Management first reported a position in DFIC in Q2 2022 and has held it in 17 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Forum Financial Management held 16,467,379 shares of Dimensional International Core Equity 2 ETF worth $614M as of Q2 2026.
  • Forum Financial Management bought 245,205 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $9.2M.
  • Dimensional International Core Equity 2 ETF made up 7.88% of Forum Financial Management's portfolio in Q2 2026, its #5 holding.
  • Forum Financial Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.