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

IFP 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	$1.2M	Buy	33,640 +838	+3%	+$30.5K	0.02%	616
2025 Q4	$1.13M	Sell	32,802 -6,990	-18%	-$233K	0.03%	602
2025 Q3	$1.3M	Sell	39,792 -3,469	-8%	-$111K	0.03%	509
2025 Q2	$1.34M	Sell	43,261 -66,746	-61%	-$1.96M	0.04%	485
2025 Q1	$3.05M	Sell	110,007 -12,111	-10%	-$331K	0.09%	245
2024 Q4	$3.16M	Buy	122,118 +30,864	+34%	+$828K	0.1%	223
2024 Q3	$2.57M	Buy	91,254 +16,047	+21%	+$435K	0.09%	244
2024 Q2	$1.98M	Buy	75,207 +11,017	+17%	+$294K	0.08%	268
2024 Q1	$1.72M	Buy	64,190 +32,432	+102%	+$832K	0.08%	283
2023 Q4	$811K	Buy	+31,758	New	+$755K	0.04%	440
2023 Q3	–	Sell	-198	Closed	-$4.8K	–	3360
2023 Q2	$4.8K	Buy	198 +6	+3%	+$146	﹤0.01%	2561
2023 Q1	$4.8K	Sell	192 -227	-54%	-$5.39K	﹤0.01%	2581
2022 Q4	$11K	Hold	419	–	–	﹤0.01%	3312
2022 Q3	$11K	Buy	419 +192	+85%	+$4.12K	﹤0.01%	3561
2022 Q2	$6K	Hold	227	–	–	﹤0.01%	3673
2022 Q1	$6K	Buy	+227	New	+$5.7K	﹤0.01%	3673

Other funds holding DFIC

Mercer Global Advisors

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

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

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

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

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

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

RW Investment Management Eagle, Idaho $1.03B AUM

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