Forvis Mazars Wealth Advisors
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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
Q3 		$8.25M Sell
219,315
-35,566
-14% -$1.37M 0.14% 69
2026
Q2 		$9.5M Sell
254,881
-27,193
-10% -$1.02M 0.16% 66
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 		$9.8M 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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFIC Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 14% in Q3 2026, selling an estimated $1.37M and leaving 219,315 shares worth $8.25M. The position accounts for 0.14% of the portfolio, ranked #69.

Forvis Mazars Wealth Advisors first reported a position in DFIC in Q2 2022 and has held it in 18 quarters since. The position peaked at $19.3M in Q3 2024. 216 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 219,315 shares of Dimensional International Core Equity 2 ETF worth $8.25M as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 35,566 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $1.37M.
  • Dimensional International Core Equity 2 ETF made up 0.14% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional International Core Equity 2 ETF position peaked at $19.3M in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.