HIG
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Heritage Investment Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Heritage Investment 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 		$19.8M Buy
530,683
+12,017
+2% +$451K 2.66% 13
2026
Q1 		$18.4M Buy
518,666
+14,865
+3% +$540K 2.79% 12
2025
Q4 		$17.4M Buy
503,801
+31,168
+7% +$1.04M 2.64% 12
2025
Q3 		$15.5M Buy
472,633
+25,320
+6% +$808K 2.48% 12
2025
Q2 		$13.9M Buy
447,313
+1,342
+0.3% +$39.3K 2.4% 12
2025
Q1 		$12.4M Buy
445,971
+38,688
+9% +$1.06M 2.33% 12
2024
Q4 		$10.5M Buy
407,283
+37,353
+10% +$1M 1.96% 13
2024
Q3 		$10.4M Buy
369,930
+33,106
+10% +$897K 1.98% 13
2024
Q2 		$8.86M Buy
336,824
+27,462
+9% +$732K 1.82% 13
2024
Q1 		$8.28M Buy
309,362
+46,041
+17% +$1.18M 1.7% 13
2023
Q4 		$6.72M Buy
263,321
+46,374
+21% +$1.1M 1.5% 13
2023
Q3 		$5.07M Buy
216,947
+90,096
+71% +$2.19M 1.38% 12
2023
Q2 		$3.08M Buy
+126,851
New +$3.08M 0.86% 14

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Heritage Investment Group's DFIC Position: Q2 2026 in Review

Heritage Investment Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.3% in Q2 2026, buying an estimated $451K and bringing the position to 530,683 shares worth $19.8M. The position accounts for 2.66% of the portfolio, ranked #13.

Heritage Investment Group first reported a position in DFIC in Q2 2023 and has held it in 13 quarters since. 346 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Heritage Investment Group held 530,683 shares of Dimensional International Core Equity 2 ETF worth $19.8M as of Q2 2026.
  • Heritage Investment Group bought 12,017 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $451K.
  • Dimensional International Core Equity 2 ETF made up 2.66% of Heritage Investment Group's portfolio in Q2 2026, its #13 holding.
  • Heritage Investment Group first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 346 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.