JWCA
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J.W. Cole Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

J.W. Cole Advisors’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 		$465K Sell
13,074
-2,095
-14% -$76.1K 0.02% 518
2025
Q4 		$26.6K Sell
15,169
-1,287
-8% -$43K ﹤0.01% 1432
2025
Q3 		$540K Sell
16,456
-859
-5% -$27.4K 0.01% 963
2025
Q2 		$538K Buy
+17,315
New +$507K 0.01% 890
2025
Q1 		– Sell
-16,484
Closed -$426K – 1273
2024
Q4 		$426K Buy
16,484
+42
+0.3% +$1.13K 0.02% 660
2024
Q3 		$463K Buy
16,442
+80
+0.5% +$2.17K 0.02% 624
2024
Q2 		$430K Buy
16,362
+202
+1% +$5.38K 0.02% 565
2024
Q1 		$431K Buy
16,160
+7,447
+85% +$191K 0.02% 575
2023
Q4 		$222K Buy
+8,713
New +$207K 0.01% 729

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