Investmark Advisory Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Investmark Advisory 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
2026 Q1	$300K	Sell	8,457 -229	-3%	-$8.32K	0.13%	105
2025 Q4	$299K	Buy	8,686 +41	+0.5%	+$1.37K	0.13%	107
2025 Q3	$283K	Buy	8,645 +24	+0.3%	+$766	0.12%	112
2025 Q2	$268K	Sell	8,621 -12,684	-60%	-$372K	0.13%	110
2025 Q1	$592K	Buy	21,305 +17	+0.1%	+$464	0.29%	59
2024 Q4	$550K	Buy	21,288 +4,990	+31%	+$134K	0.27%	62
2024 Q3	$459K	Buy	16,298 +572	+4%	+$15.5K	0.22%	76
2024 Q2	$413K	Buy	15,726 +334	+2%	+$8.9K	0.22%	74
2024 Q1	$412K	Buy	15,392 +341	+2%	+$8.75K	0.23%	77
2023 Q4	$384K	Buy	15,051 +1,045	+7%	+$24.9K	0.23%	78
2023 Q3	$327K	Buy	14,006 +287	+2%	+$6.97K	0.22%	76
2023 Q2	$333K	Buy	+13,719	New	+$334K	0.22%	78

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