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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
Q2 		$28M Buy
750,319
+6,618
+0.9% +$248K 7.17% 3
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
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 22.96% 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
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

HTG Investment Advisors's DFIC Position: Q2 2026 in Review

HTG Investment Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.89% in Q2 2026, buying an estimated $248K and bringing the position to 750,319 shares worth $28M. The position accounts for 7.17% of the portfolio, ranked #3.

HTG Investment Advisors first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • HTG Investment Advisors held 750,319 shares of Dimensional International Core Equity 2 ETF worth $28M as of Q2 2026.
  • HTG Investment Advisors bought 6,618 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $248K.
  • Dimensional International Core Equity 2 ETF made up 7.17% of HTG Investment Advisors's portfolio in Q2 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 15 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.