Freedom Investment Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Freedom Investment 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	$31M	Sell	872,760 -65,022	-7%	-$2.36M	9.2%	3
2025 Q4	$32.3M	Sell	937,782 -55,387	-6%	-$1.85M	9.4%	3
2025 Q3	$32.6M	Sell	993,169 -29,704	-3%	-$948K	8.61%	3
2025 Q2	$31.8M	Buy	1,022,873 +134,198	+15%	+$3.93M	2.54%	4
2025 Q1	$24.7M	Sell	888,675 -9,392	-1%	-$256K	2.07%	5
2024 Q4	$23.2M	Sell	898,067 -2,968	-0.3%	-$79.6K	1.93%	4
2024 Q3	$25.4M	Buy	901,035 +47,900	+6%	+$1.3M	2.02%	5
2024 Q2	$22.4M	Buy	853,135 +2,954	+0.3%	+$78.7K	1.84%	6
2024 Q1	$22.7M	Sell	850,181 -31,194	-4%	-$800K	1.82%	6
2023 Q4	$22.5M	Buy	+881,375	New	+$21M	1.83%	6

Other funds holding DFIC

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

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 $1.42B AUM 21.31% 1-Year Est. Return

Freedom Investment Management's DFIC Position: Q1 2026 in Review

Freedom Investment Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.9% in Q1 2026, selling an estimated $2.36M and leaving 872,760 shares worth $31M. The position accounts for 9.2% of the portfolio, ranked #3.

Freedom Investment Management first reported a position in DFIC in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.6M in Q3 2025. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Freedom Investment Management held 872,760 shares of Dimensional International Core Equity 2 ETF worth $31M as of Q1 2026.
Freedom Investment Management sold 65,022 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $2.36M.
Dimensional International Core Equity 2 ETF made up 9.2% of Freedom Investment Management's portfolio in Q1 2026, its #3 holding.
Freedom Investment Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's Dimensional International Core Equity 2 ETF position peaked at $32.6M in Q3 2025.
608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.