Foundations Investment Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Foundations Investment 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	$24.4M	Buy	686,966 +73,790	+12%	+$2.68M	0.3%	83
2025 Q4	$21.1M	Buy	613,176 +395,987	+182%	+$13.2M	0.28%	81
2025 Q3	$7.12M	Buy	217,189 +152,569	+236%	+$4.87M	0.1%	166
2025 Q2	$2.01M	Buy	64,620 +875	+1%	+$25.6K	0.03%	311
2025 Q1	$1.77M	Buy	63,745 +3,665	+6%	+$100K	0.03%	310
2024 Q4	$1.55M	Buy	60,080 +7,505	+14%	+$201K	0.03%	331
2024 Q3	$1.48M	Buy	52,575 +10,556	+25%	+$286K	0.03%	313
2024 Q2	$1.1M	Buy	42,019 +12,406	+42%	+$331K	0.03%	320
2024 Q1	$792K	Buy	29,613 +7,290	+33%	+$187K	0.02%	365
2023 Q4	$568K	Buy	+22,323	New	+$531K	0.02%	412

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