Gradient Capital Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Gradient Capital Advisors’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	$799K	Sell	21,435 -1,527	-7%	-$57.3K	0.19%	88
2026 Q1	$816K	Hold	22,962	–	–	0.21%	78
2025 Q4	$791K	Hold	22,962	–	–	0.2%	84
2025 Q3	$753K	Hold	22,962	–	–	0.2%	81
2025 Q2	$714K	Hold	22,962	–	–	0.21%	80
2025 Q1	$638K	Hold	22,962	–	–	0.21%	81
2024 Q4	$593K	Hold	22,962	–	–	0.19%	83
2024 Q3	$646K	Hold	22,962	–	–	0.21%	80
2024 Q2	$604K	Hold	22,962	–	–	0.22%	82
2024 Q1	$614K	Hold	22,962	–	–	0.23%	81
2023 Q4	$586K	Hold	22,962	–	–	0.22%	83
2023 Q3	$536K	Hold	22,962	–	–	0.22%	81
2023 Q2	$557K	Hold	22,962	–	–	0.22%	79
2023 Q1	$553K	Hold	22,962	–	–	0.24%	77
2022 Q4	$513K	Buy	22,962 +12,609	+122%	+$269K	0.23%	78
2022 Q3	$198K	Buy	+10,353	New	+$222K	0.09%	127

Other funds holding DFIC

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

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return