JC
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Jentner Corp’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Jentner Corp’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
2025
Q2 		$40.9M Buy
1,317,059
+81,323
+7% +$2.38M 10.97% 4
2025
Q1 		$34.3M Buy
1,235,736
+32,461
+3% +$886K 10.27% 4
2024
Q4 		$31.1M Buy
1,203,275
+184,993
+18% +$4.96M 9.06% 4
2024
Q3 		$28.7M Buy
1,018,282
+37,793
+4% +$1.02M 8.77% 4
2024
Q2 		$25.8M Buy
980,489
+128,610
+15% +$3.43M 8.56% 5
2024
Q1 		$22.8M Buy
851,879
+87,793
+11% +$2.25M 8.01% 5
2023
Q4 		$19.5M Buy
764,086
+449,110
+143% +$10.7M 7.54% 5
2023
Q3 		$7.35M Buy
314,976
+69,134
+28% +$1.68M 4.57% 4
2023
Q2 		$5.97M Buy
245,842
+107,989
+78% +$2.63M 3.72% 4
2023
Q1 		$3.32M Buy
137,853
+72,700
+112% +$1.73M 2.26% 4
2022
Q4 		$1.46M Buy
+65,153
New +$1.39M 1.08% 9

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Jentner Corp's DFIC Position: Q2 2025 in Review

Jentner Corp increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.6% in Q2 2025, buying an estimated $2.38M and bringing the position to 1,317,059 shares worth $40.9M. The position accounts for 10.97% of the portfolio, ranked #4.

Jentner Corp first reported a position in DFIC in Q4 2022 and has held it in 11 quarters since. 483 funds tracked by Wall St. Rank hold DFIC as of Q2 2025.

  • Jentner Corp held 1,317,059 shares of Dimensional International Core Equity 2 ETF worth $40.9M as of Q2 2025.
  • Jentner Corp bought 81,323 Dimensional International Core Equity 2 ETF shares in Q2 2025, an estimated $2.38M.
  • Dimensional International Core Equity 2 ETF made up 10.97% of Jentner Corp's portfolio in Q2 2025, its #4 holding.
  • Jentner Corp first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 11 quarters since.
  • 483 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.