HTG Investment Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

HTG Investment Advisors’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	$26.4M	Buy	743,701 +15,416	+2%	+$560K	7.52%	3
2025 Q4	$25.1M	Buy	728,285 +26,720	+4%	+$892K	7.71%	3
2025 Q3	$23M	Buy	701,565 +10,847	+2%	+$346K	7.74%	3
2025 Q2	$21.5M	Buy	690,718 +16,498	+2%	+$483K	7.99%	2
2025 Q1	$18.7M	Buy	674,220 +24,490	+4%	+$669K	7.81%	2
2024 Q4	$16.8M	Buy	649,730 +71,194	+12%	+$1.91M	7.68%	3
2024 Q3	$16.3M	Buy	578,536 +37,732	+7%	+$1.02M	7.68%	4
2024 Q2	$14.2M	Buy	540,804 +39,663	+8%	+$1.06M	7.66%	4
2024 Q1	$13.4M	Buy	501,141 +62,524	+14%	+$1.6M	7.77%	5
2023 Q4	$11.2M	Buy	438,617 +54,056	+14%	+$1.29M	7.31%	5
2023 Q3	$8.98M	Buy	384,561 +71,181	+23%	+$1.73M	7.2%	5
2023 Q2	$7.61M	Buy	313,380 +16,469	+6%	+$400K	6.28%	5
2023 Q1	$7.15M	Buy	296,911 +18,142	+7%	+$431K	6.51%	5
2022 Q4	$6.23M	Buy	+278,769	New	+$5.96M	6.31%	5

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

HTG Investment Advisors's DFIC Position: Q1 2026 in Review

HTG Investment Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.1% in Q1 2026, buying an estimated $560K and bringing the position to 743,701 shares worth $26.4M. The position accounts for 7.52% of the portfolio, ranked #3.

HTG Investment Advisors first reported a position in DFIC in Q4 2022 and has held it in 14 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

HTG Investment Advisors held 743,701 shares of Dimensional International Core Equity 2 ETF worth $26.4M as of Q1 2026.
HTG Investment Advisors bought 15,416 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $560K.
Dimensional International Core Equity 2 ETF made up 7.52% of HTG Investment Advisors's portfolio in Q1 2026, its #3 holding.
HTG Investment Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.