Great Waters Wealth Management
DFIC icon

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

Great Waters 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
Q3 		$18.5M Sell
491,025
-83,459
-15% -$3.21M 1.66% 9
2026
Q2 		$21.4M Sell
574,484
-46,546
-7% -$1.75M 1.98% 10
2026
Q1 		$22.1M Sell
621,030
-73,741
-11% -$2.68M 2.34% 9
2025
Q4 		$23.9M Sell
694,771
-165,259
-19% -$5.52M 2.63% 8
2025
Q3 		$28.2M Sell
860,030
-75,154
-8% -$2.4M 3.33% 8
2025
Q2 		$29.1M Sell
935,184
-63,171
-6% -$1.85M 3.78% 8
2025
Q1 		$27.7M Sell
998,355
-173,345
-15% -$4.73M 3.85% 8
2024
Q4 		$30.3M Sell
1,171,700
-187,654
-14% -$5.03M 3.89% 8
2024
Q3 		$38.3M Sell
1,359,354
-169,912
-11% -$4.6M 5.16% 7
2024
Q2 		$40.2M Sell
1,529,266
-131,871
-8% -$3.51M 6.14% 6
2024
Q1 		$44.4M Sell
1,661,137
-166,690
-9% -$4.28M 7.26% 5
2023
Q4 		$45.8M Sell
1,827,827
-146,967
-7% -$3.5M 8.13% 5
2023
Q3 		$45.6M Sell
1,974,794
-172,469
-8% -$4.19M 9.05% 5
2023
Q2 		$52.1M Sell
2,147,263
-155,125
-7% -$3.77M 10.36% 3
2023
Q1 		$56.7M Sell
2,302,388
-190,521
-8% -$4.53M 11.98% 2
2022
Q4 		$60.7M Buy
+2,492,909
New +$53.3M 13.07% 2

Other funds holding DFIC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management's DFIC Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 15% in Q3 2026, selling an estimated $3.21M and leaving 491,025 shares worth $18.5M. The position accounts for 1.66% of the portfolio, ranked #9.

Great Waters Wealth Management first reported a position in DFIC in Q4 2022 and has held it in 16 quarters since. The position peaked at $60.7M in Q4 2022. 470 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Great Waters Wealth Management held 491,025 shares of Dimensional International Core Equity 2 ETF worth $18.5M as of Q3 2026.
  • Great Waters Wealth Management sold 83,459 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $3.21M.
  • Dimensional International Core Equity 2 ETF made up 1.66% of Great Waters Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Great Waters Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $60.7M in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.