GEN Financial Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

GEN 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	$1.74M	Buy	+46,335	New	+$1.78M	0.94%	17
2026 Q2	–	Sell	-52,832	Closed	-$1.88M	–	46
2026 Q1	$1.88M	Sell	52,832 -101	-0.2%	-$3.67K	1.16%	13
2025 Q4	$1.82M	Sell	52,933 -82	-0.2%	-$2.74K	1.15%	15
2025 Q3	$1.74M	Sell	53,015 -1,793	-3%	-$57.2K	1.5%	14
2025 Q2	$1.7M	Sell	54,808 -5,225	-9%	-$153K	1.39%	13
2025 Q1	$1.67M	Sell	60,033 -3,508	-6%	-$95.8K	1.13%	9
2024 Q4	$1.64M	Buy	+63,541	New	+$1.7M	1.07%	9

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

GEN Financial Management opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q3 2026: 46,335 shares worth $1.74M. The stake represents 0.94% of the portfolio and ranks #17 among its holdings. This is a return to the name: GEN Financial Management previously reported a position in DFIC as recently as Q1 2026.

GEN Financial Management first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q1 2026. 291 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

GEN Financial Management held 46,335 shares of Dimensional International Core Equity 2 ETF worth $1.74M as of Q3 2026.
Dimensional International Core Equity 2 ETF was a new GEN Financial Management position in Q3 2026.
Dimensional International Core Equity 2 ETF made up 0.94% of GEN Financial Management's portfolio in Q3 2026, its #17 holding.
GEN Financial Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
GEN Financial Management's Dimensional International Core Equity 2 ETF position peaked at $1.88M in Q1 2026.
291 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

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