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Great Valley Advisor Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Great Valley Advisor Group’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 		$1.44M Buy
40,662
+6,035
+17% +$219K 0.03% 447
2025
Q4 		$1.19M Sell
34,627
-5,737
-14% -$192K 0.02% 448
2025
Q3 		$1.32M Buy
40,364
+5,476
+16% +$175K 0.03% 423
2025
Q2 		$1.08M Sell
34,888
-2,156,566
-98% -$63.2M 0.02% 445
2025
Q1 		$60.9M Buy
2,191,454
+49,158
+2% +$1.34M 1.31% 12
2024
Q4 		$55.4M Buy
2,142,296
+1,963,323
+1,097% +$52.7M 1.24% 14
2024
Q3 		$5.04M Buy
178,973
+14,473
+9% +$392K 0.12% 164
2024
Q2 		$4.32M Buy
164,500
+11,539
+8% +$308K 0.12% 179
2024
Q1 		$4.09M Buy
152,961
+7,538
+5% +$193K 0.12% 177
2023
Q4 		$3.71M Buy
145,423
+9,480
+7% +$225K 0.13% 172
2023
Q3 		$3.17M Buy
135,943
+12,975
+11% +$315K 0.13% 174
2023
Q2 		$2.98M Sell
122,968
-625
-0.5% -$15.2K 0.13% 175
2023
Q1 		$2.97M Buy
123,593
+10,451
+9% +$248K 0.14% 170
2022
Q4 		$2.53M Buy
113,142
+76,780
+211% +$1.64M 0.13% 180
2022
Q3 		$697K Buy
+36,362
New +$780K 0.04% 361

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

Great Valley Advisor Group's DFIC Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 17% in Q1 2026, buying an estimated $219K and bringing the position to 40,662 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #447.

Great Valley Advisor Group first reported a position in DFIC in Q3 2022 and has held it in 15 quarters since. The position peaked at $60.9M in Q1 2025. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Great Valley Advisor Group held 40,662 shares of Dimensional International Core Equity 2 ETF worth $1.44M as of Q1 2026.
  • Great Valley Advisor Group bought 6,035 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $219K.
  • Dimensional International Core Equity 2 ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #447 holding.
  • Great Valley Advisor Group first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • Great Valley Advisor Group's Dimensional International Core Equity 2 ETF position peaked at $60.9M in Q1 2025.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.