Geneos Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Geneos Wealth 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	$14.7M	Buy	393,939 +12,145	+3%	+$456K	0.3%	75
2026 Q1	$13.6M	Buy	381,794 +20,333	+6%	+$739K	0.31%	70
2025 Q4	$12.5M	Sell	361,461 -14,284	-4%	-$477K	0.3%	75
2025 Q3	$12.3M	Buy	375,745 +10,061	+3%	+$321K	0.31%	74
2025 Q2	$11.4M	Buy	365,684 +8,918	+2%	+$261K	0.28%	85
2025 Q1	$9.91M	Buy	356,766 +15,337	+4%	+$419K	0.33%	72
2024 Q4	$8.83M	Buy	341,429 +25,324	+8%	+$679K	0.31%	70
2024 Q3	$8.9M	Buy	316,105 +91,047	+40%	+$2.47M	0.34%	64
2024 Q2	$5.92M	Buy	+225,058	New	+$6M	0.26%	85

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $424B AUM 22.96% 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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

SFS

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

Geneos Wealth Management's DFIC Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.2% in Q2 2026, buying an estimated $456K and bringing the position to 393,939 shares worth $14.7M. The position accounts for 0.3% of the portfolio, ranked #75.

Geneos Wealth Management first reported a position in DFIC in Q2 2024 and has held it in 9 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Geneos Wealth Management held 393,939 shares of Dimensional International Core Equity 2 ETF worth $14.7M as of Q2 2026.
Geneos Wealth Management bought 12,145 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $456K.
Dimensional International Core Equity 2 ETF made up 0.3% of Geneos Wealth Management's portfolio in Q2 2026, its #75 holding.
Geneos Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.