IWC
DFIC icon

Integrated Wealth Concepts’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Integrated Wealth Concepts’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 		$24.8M Buy
697,299
+57,915
+9% +$2.1M 0.2% 106
2025
Q4 		$22M Sell
639,384
-31,633
-5% -$1.06M 0.26% 85
2025
Q3 		$22M Buy
671,017
+261,297
+64% +$8.34M 0.2% 110
2025
Q2 		$12.7M Buy
409,720
+28,282
+7% +$828K 0.13% 150
2025
Q1 		$10.6M Buy
381,438
+19,635
+5% +$536K 0.12% 161
2024
Q4 		$9.35M Buy
361,803
+251,115
+227% +$6.74M 0.11% 183
2024
Q3 		$3.11M Buy
110,688
+8,524
+8% +$231K 0.04% 416
2024
Q2 		$2.69M Buy
102,164
+49,809
+95% +$1.33M 0.04% 419
2024
Q1 		$1.4M Sell
52,355
-783
-1% -$20.1K 0.02% 625
2023
Q4 		$1.36M Buy
53,138
+318
+0.6% +$7.56K 0.02% 612
2023
Q3 		$1.23M Sell
52,820
-72
-0.1% -$1.75K 0.02% 608
2023
Q2 		$1.28M Buy
52,892
+2,514
+5% +$61.1K 0.02% 595
2023
Q1 		$1.21M Buy
+50,378
New +$1.2M 0.03% 550

Other funds holding DFIC

Mercer Global Advisors
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
EK
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
AC
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
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