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

GeoWealth 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	$14.1M	Buy	397,806 +20,283	+5%	+$737K	0.51%	31
2025 Q4	$13M	Buy	377,523 +28,857	+8%	+$963K	0.48%	31
2025 Q3	$11.4M	Buy	348,666 +5,923	+2%	+$189K	0.42%	36
2025 Q2	$10.7M	Sell	342,743 -57,871	-14%	-$1.7M	0.42%	34
2025 Q1	$11.1M	Sell	400,614 -40,755	-9%	-$1.11M	0.45%	35
2024 Q4	$11.4M	Sell	441,369 -55,666	-11%	-$1.49M	0.37%	50
2024 Q3	$14M	Sell	497,035 -175,376	-26%	-$4.75M	0.49%	42
2024 Q2	$17.7M	Sell	672,411 -8,077	-1%	-$215K	0.77%	24
2024 Q1	$18.2M	Buy	+680,488	New	+$17.5M	0.7%	31

Other funds holding DFIC

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management 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 $3.63B AUM 17.91% 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 $1.27B AUM 15.81% 1-Year Est. Return

GeoWealth Management's DFIC Position: Q1 2026 in Review

GeoWealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.4% in Q1 2026, buying an estimated $737K and bringing the position to 397,806 shares worth $14.1M. The position accounts for 0.51% of the portfolio, ranked #31.

GeoWealth Management first reported a position in DFIC in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.2M in Q1 2024. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

GeoWealth Management held 397,806 shares of Dimensional International Core Equity 2 ETF worth $14.1M as of Q1 2026.
GeoWealth Management bought 20,283 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $737K.
Dimensional International Core Equity 2 ETF made up 0.51% of GeoWealth Management's portfolio in Q1 2026, its #31 holding.
GeoWealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
GeoWealth Management's Dimensional International Core Equity 2 ETF position peaked at $18.2M in Q1 2024.
607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.