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Independent Financial Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Independent Financial 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
2025
Q2 		– Sell
-11,640
Closed -$323K – 1310
2025
Q1 		$323K Buy
11,640
+87
+0.8% +$2.38K 0.01% 899
2024
Q4 		$299K Buy
11,553
+410
+4% +$11K 0.01% 905
2024
Q3 		$314K Buy
11,143
+541
+5% +$14.7K 0.01% 863
2024
Q2 		$279K Buy
10,602
+88
+0.8% +$2.35K 0.01% 867
2024
Q1 		$281K Buy
10,514
+172
+2% +$4.41K 0.01% 809
2023
Q4 		$264K Buy
+10,342
New +$246K 0.01% 777

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Independent Financial Group's DFIC Position: Q2 2025 in Review

Independent Financial Group sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q2 2025, closing a stake of 11,640 shares — an estimated $323K sold.

Independent Financial Group first reported a position in DFIC in Q4 2023 and held it in 6 quarters. The position peaked at $323K in Q1 2025. 484 funds tracked by Wall St. Rank hold DFIC as of Q2 2025.

  • Independent Financial Group reported no remaining Dimensional International Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 11,640 Dimensional International Core Equity 2 ETF shares in Q2 2025, an estimated $323K.
  • Independent Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and held it in 6 quarters.
  • Independent Financial Group's Dimensional International Core Equity 2 ETF position peaked at $323K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.