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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
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 $67.6B AUM 18.3% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Forum Financial Management's DFIC Position: Q1 2026 in Review

Forum Financial Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.9% in Q1 2026, selling an estimated $11.4M and leaving 16,222,174 shares worth $576M. The position accounts for 8.16% of the portfolio, ranked #4.

Forum Financial Management first reported a position in DFIC in Q2 2022 and has held it in 16 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Forum Financial Management held 16,222,174 shares of Dimensional International Core Equity 2 ETF worth $576M as of Q1 2026.
  • Forum Financial Management sold 313,991 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $11.4M.
  • Dimensional International Core Equity 2 ETF made up 8.16% of Forum Financial Management's portfolio in Q1 2026, its #4 holding.
  • Forum Financial Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.