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 Q3	$61.7M	Buy	1,640,569 +119,861	+8%	+$4.6M	9.84%	2
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	$10M	Buy	427,023 +22,964	+6%	+$558K	5.16%	6
2023 Q2	$9.8M	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Helen Stephens Group's DFIC Position: Q3 2026 in Review

Helen Stephens Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 7.9% in Q3 2026, buying an estimated $4.6M and bringing the position to 1,640,569 shares worth $61.7M. The position accounts for 9.84% of the portfolio, ranked #2.

Helen Stephens Group first reported a position in DFIC in Q2 2022 and has held it in 18 quarters since. 296 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Helen Stephens Group held 1,640,569 shares of Dimensional International Core Equity 2 ETF worth $61.7M as of Q3 2026.
Helen Stephens Group bought 119,861 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $4.6M.
Dimensional International Core Equity 2 ETF made up 9.84% of Helen Stephens Group's portfolio in Q3 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 18 quarters since.
296 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.