Forum Financial Management
DFIC icon

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
Q3 		$628M Buy
16,693,558
+226,179
+1% +$8.69M 8.16% 5
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

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Forum Financial Management's DFIC Position: Q3 2026 in Review

Forum Financial Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.4% in Q3 2026, buying an estimated $8.69M and bringing the position to 16,693,558 shares worth $628M. The position accounts for 8.16% of the portfolio, ranked #5.

Forum Financial Management first reported a position in DFIC in Q2 2022 and has held it in 18 quarters since. 413 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Forum Financial Management held 16,693,558 shares of Dimensional International Core Equity 2 ETF worth $628M as of Q3 2026.
  • Forum Financial Management bought 226,179 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $8.69M.
  • Dimensional International Core Equity 2 ETF made up 8.16% of Forum Financial Management's portfolio in Q3 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 18 quarters since.
  • 413 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.