Integrated Wealth Concepts
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
Q2 		$25M Sell
669,709
-27,590
-4% -$1.03M 0.16% 126
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 $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
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 22.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 $1.44B AUM 12.02% 1-Year Est. Return

Integrated Wealth Concepts's DFIC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 4% in Q2 2026, selling an estimated $1.03M and leaving 669,709 shares worth $25M. The position accounts for 0.16% of the portfolio, ranked #126.

Integrated Wealth Concepts first reported a position in DFIC in Q1 2023 and has held it in 14 quarters since. 639 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Integrated Wealth Concepts held 669,709 shares of Dimensional International Core Equity 2 ETF worth $25M as of Q2 2026.
  • Integrated Wealth Concepts sold 27,590 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional International Core Equity 2 ETF made up 0.16% of Integrated Wealth Concepts's portfolio in Q2 2026, its #126 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
  • 639 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.