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

Integrated Wealthcare’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 		$2.14M Sell
57,375
-527
-0.9% -$19.8K 1.6% 15
2026
Q1 		$2.06M Buy
57,902
+114
+0.2% +$4.14K 1.72% 14
2025
Q4 		$1.99M Buy
+57,788
New +$1.93M 1.67% 14

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 $103B AUM 28.65% 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

Integrated Wealthcare's DFIC Position: Q2 2026 in Review

Integrated Wealthcare reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.91% in Q2 2026, selling an estimated $19.8K and leaving 57,375 shares worth $2.14M. The position accounts for 1.6% of the portfolio, ranked #15.

Integrated Wealthcare first reported a position in DFIC in Q4 2025 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Integrated Wealthcare held 57,375 shares of Dimensional International Core Equity 2 ETF worth $2.14M as of Q2 2026.
  • Integrated Wealthcare sold 527 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $19.8K.
  • Dimensional International Core Equity 2 ETF made up 1.6% of Integrated Wealthcare's portfolio in Q2 2026, its #15 holding.
  • Integrated Wealthcare first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 634 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Integrated Wealthcare's 13F filing for Q2 2026, filed 24 Jul 2026.