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 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

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

JFG

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

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GEN Financial Management's DFIC Position: Q2 2026 in Review

GEN Financial Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q2 2026, closing a stake of 52,832 shares — an estimated $1.88M sold.

GEN Financial Management first reported a position in DFIC in Q4 2024 and held it in 6 quarters. The position peaked at $1.88M in Q1 2026. 321 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

GEN Financial Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
GEN Financial Management sold 52,832 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $1.88M.
GEN Financial Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and held it in 6 quarters.
GEN Financial Management's Dimensional International Core Equity 2 ETF position peaked at $1.88M in Q1 2026.
321 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.