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

HB 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
Q2 		$1.45M Sell
38,995
-1,467
-4% -$55K 0.01% 587
2026
Q1 		$1.44M Buy
40,462
+6,828
+20% +$248K 0.01% 530
2025
Q4 		$1.16M Sell
33,634
-837
-2% -$27.9K 0.01% 579
2025
Q3 		$1.13M Sell
34,471
-82
-0.2% -$2.62K 0.01% 575
2025
Q2 		$1.07M Buy
34,553
+946
+3% +$27.7K 0.01% 517
2025
Q1 		$933K Buy
+33,607
New +$918K 0.01% 562

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

HB Wealth Management's DFIC Position: Q2 2026 in Review

HB Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.6% in Q2 2026, selling an estimated $55K and leaving 38,995 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #587.

HB Wealth Management first reported a position in DFIC in Q1 2025 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • HB Wealth Management held 38,995 shares of Dimensional International Core Equity 2 ETF worth $1.45M as of Q2 2026.
  • HB Wealth Management sold 1,467 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $55K.
  • Dimensional International Core Equity 2 ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #587 holding.
  • HB Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.