Forvis Mazars Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Forvis Mazars Wealth Advisors’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	$10M	Sell	282,074 -33,446	-11%	-$1.22M	0.19%	61
2025 Q4	$10.9M	Sell	315,520 -42,177	-12%	-$1.41M	0.21%	58
2025 Q3	$11.7M	Sell	357,697 -33,762	-9%	-$1.08M	0.23%	51
2025 Q2	$12.2M	Sell	391,459 -72,034	-16%	-$2.11M	0.26%	49
2025 Q1	$12.9M	Sell	463,493 -147,380	-24%	-$4.02M	0.31%	47
2024 Q4	$15.8M	Sell	610,873 -75,672	-11%	-$2.03M	0.36%	42
2024 Q3	$19.3M	Sell	686,545 -12,239	-2%	-$332K	0.44%	38
2024 Q2	$18.4M	Buy	698,784 +9,892	+1%	+$264K	0.46%	38
2024 Q1	$18.4M	Buy	688,892 +33,693	+5%	+$864K	0.47%	39
2023 Q4	$16.7M	Buy	655,199 +16,915	+3%	+$402K	0.47%	39
2023 Q3	$14.9M	Buy	638,284 +53,486	+9%	+$1.3M	0.45%	40
2023 Q2	$14.2M	Buy	584,798 +73,027	+14%	+$1.78M	0.42%	42
2023 Q1	$12.3M	Buy	511,771 +72,427	+16%	+$1.72M	0.4%	45
2022 Q4	$9.82M	Buy	439,344 +139,152	+46%	+$2.97M	0.34%	55
2022 Q3	$5.75M	Buy	300,192 +208,831	+229%	+$4.48M	0.23%	66
2022 Q2	$1.97M	Buy	+91,361	New	+$2.13M	0.08%	127

Other funds holding DFIC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return