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

Grand 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
Q1 		$7.7M Sell
216,596
-16,314
-7% -$593K 3.62% 7
2025
Q4 		$8.03M Sell
232,910
-2,016
-0.9% -$67.3K 3.64% 7
2025
Q3 		$7.7M Sell
234,926
-10,396
-4% -$332K 3.72% 6
2025
Q2 		$7.63M Sell
245,322
-4,797
-2% -$141K 3.92% 6
2025
Q1 		$6.95M Buy
250,119
+1,468
+0.6% +$40.1K 3.82% 6
2024
Q4 		$6.43M Buy
248,651
+33,115
+15% +$888K 3.58% 7
2024
Q3 		$6.07M Buy
215,536
+759
+0.4% +$20.6K 3.42% 7
2024
Q2 		$5.65M Sell
214,777
-45,552
-17% -$1.21M 3.35% 7
2024
Q1 		$6.96M Sell
260,329
-6,604
-2% -$169K 3.32% 6
2023
Q4 		$6.81M Buy
266,933
+43,224
+19% +$1.03M 3.7% 6
2023
Q3 		$5.22M Buy
223,709
+412
+0.2% +$10K 3.2% 7
2023
Q2 		$5.42M Sell
223,297
-15,615
-7% -$380K 3.22% 7
2023
Q1 		$5.75M Buy
238,912
+4,103
+2% +$97.5K 3.46% 7
2022
Q4 		$5.25M Buy
234,809
+116,658
+99% +$2.49M 3.26% 7
2022
Q3 		$2.26M Buy
+118,151
New +$2.54M 1.19% 14

Other funds holding DFIC

Mercer Global Advisors
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
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

Grand Wealth Management's DFIC Position: Q1 2026 in Review

Grand Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 7% in Q1 2026, selling an estimated $593K and leaving 216,596 shares worth $7.7M. The position accounts for 3.62% of the portfolio, ranked #7.

Grand Wealth Management first reported a position in DFIC in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.03M in Q4 2025. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Grand Wealth Management held 216,596 shares of Dimensional International Core Equity 2 ETF worth $7.7M as of Q1 2026.
  • Grand Wealth Management sold 16,314 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $593K.
  • Dimensional International Core Equity 2 ETF made up 3.62% of Grand Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Grand Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • Grand Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $8.03M in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.