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Helen Stephens Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Helen Stephens 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
Q2 		$56.7M Buy
1,520,708
+125,061
+9% +$4.69M 9.62% 2
2026
Q1 		$49.6M Buy
1,395,647
+16,705
+1% +$607K 9.89% 2
2025
Q4 		$47.5M Buy
1,378,942
+49,917
+4% +$1.67M 9.98% 2
2025
Q3 		$43.6M Buy
1,329,025
+22,080
+2% +$705K 9.68% 2
2025
Q2 		$40.6M Buy
1,306,945
+28,436
+2% +$833K 10.08% 2
2025
Q1 		$35.5M Buy
1,278,509
+126,804
+11% +$3.46M 10.05% 3
2024
Q4 		$29.8M Buy
1,151,705
+159,022
+16% +$4.27M 8.82% 3
2024
Q3 		$27.9M Buy
992,683
+148,700
+18% +$4.03M 8.48% 3
2024
Q2 		$22.2M Buy
843,983
+106,701
+14% +$2.84M 7.67% 3
2024
Q1 		$19.7M Buy
737,282
+256,018
+53% +$6.57M 7.62% 3
2023
Q4 		$12.3M Buy
481,264
+54,241
+13% +$1.29M 5.51% 5
2023
Q3 		$9.97M Buy
427,023
+22,964
+6% +$558K 5.16% 6
2023
Q2 		$9.81M Buy
404,059
+67,835
+20% +$1.65M 4.96% 7
2023
Q1 		$8.09M Buy
336,224
+135,990
+68% +$3.23M 4.2% 8
2022
Q4 		$4.48M Buy
200,234
+173,921
+661% +$3.72M 2.67% 12
2022
Q3 		$504K Sell
26,313
-75,804
-74% -$1.63M 0.35% 38
2022
Q2 		$2.2M Buy
+102,117
New +$2.38M 1.56% 15

Other funds holding DFIC

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Helen Stephens Group's DFIC Position: Q2 2026 in Review

Helen Stephens Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 9% in Q2 2026, buying an estimated $4.69M and bringing the position to 1,520,708 shares worth $56.7M. The position accounts for 9.62% of the portfolio, ranked #2.

Helen Stephens Group first reported a position in DFIC in Q2 2022 and has held it in 17 quarters since. 321 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Helen Stephens Group held 1,520,708 shares of Dimensional International Core Equity 2 ETF worth $56.7M as of Q2 2026.
  • Helen Stephens Group bought 125,061 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $4.69M.
  • Dimensional International Core Equity 2 ETF made up 9.62% of Helen Stephens Group's portfolio in Q2 2026, its #2 holding.
  • Helen Stephens Group first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 321 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.