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Heritage Wealth Architects’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Heritage Wealth Architects’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
Q1 		– Sell
-9,616
Closed -$348K – 76
2025
Q4 		$348K Buy
+9,616
New +$321K 0.16% 59

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Heritage Wealth Architects's DFIC Position: Q1 2026 in Review

Heritage Wealth Architects sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2026, closing a stake of 9,616 shares — an estimated $348K sold.

Heritage Wealth Architects first reported a position in DFIC in Q4 2025 and held it in 1 quarter. The position peaked at $348K in Q4 2025. 615 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Heritage Wealth Architects reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Architects sold 9,616 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $348K.
  • Heritage Wealth Architects first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's Dimensional International Core Equity 2 ETF position peaked at $348K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Heritage Wealth Architects's 13F filing for Q1 2026, filed 4 May 2026.