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

Investment 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 		$1.59M Buy
44,663
+3,515
+9% +$128K 0.4% 59
2025
Q4 		$1.42M Buy
41,148
+9,076
+28% +$303K 0.36% 60
2025
Q3 		$1.05M Buy
32,072
+7,333
+30% +$234K 0.29% 69
2025
Q2 		$769K Buy
24,739
+12,905
+109% +$378K 0.23% 83
2025
Q1 		$329K Buy
11,834
+2,648
+29% +$72.3K 0.11% 122
2024
Q4 		$237K Buy
9,186
+71
+0.8% +$1.9K 0.08% 147
2024
Q3 		$257K Buy
9,115
+41
+0.5% +$1.11K 0.09% 140
2024
Q2 		$239K Buy
9,074
+322
+4% +$8.58K 0.09% 141
2024
Q1 		$234K Buy
+8,752
New +$225K 0.1% 140

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 $7.79B 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 $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 $4.14B AUM 21.49% 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 $1.42B AUM 21.31% 1-Year Est. Return

Investment Advisory Group's DFIC Position: Q1 2026 in Review

Investment Advisory Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 8.5% in Q1 2026, buying an estimated $128K and bringing the position to 44,663 shares worth $1.59M. The position accounts for 0.4% of the portfolio, ranked #59.

Investment Advisory Group first reported a position in DFIC in Q1 2024 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Investment Advisory Group held 44,663 shares of Dimensional International Core Equity 2 ETF worth $1.59M as of Q1 2026.
  • Investment Advisory Group bought 3,515 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $128K.
  • Dimensional International Core Equity 2 ETF made up 0.4% of Investment Advisory Group's portfolio in Q1 2026, its #59 holding.
  • Investment Advisory Group first reported a position in Dimensional International Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • 608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.