JFS Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

JFS Wealth 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 Q2	$25.3M	Buy	680,153 +176,437	+35%	+$6.62M	1.26%	21
2026 Q1	$17.9M	Buy	503,716 +63,782	+14%	+$2.32M	1%	22
2025 Q4	$15.2M	Buy	439,934 +209,883	+91%	+$7.01M	0.85%	25
2025 Q3	$7.54M	Buy	230,051 +18,666	+9%	+$596K	0.44%	42
2025 Q2	$6.57M	Buy	211,385 +139,492	+194%	+$4.09M	0.42%	43
2025 Q1	$2M	Buy	71,893 +39,154	+120%	+$1.07M	0.14%	94
2024 Q4	$846K	Buy	32,739 +22,710	+226%	+$609K	0.06%	149
2024 Q3	$282K	Hold	10,029	–	–	0.02%	254
2024 Q2	$264K	Hold	10,029	–	–	0.02%	210
2024 Q1	$268K	Sell	10,029 -1,501	-13%	-$38.5K	0.02%	212
2023 Q4	$294K	Hold	11,530	–	–	0.03%	191
2023 Q3	$269K	Buy	11,530 +6,374	+124%	+$155K	0.03%	191
2023 Q2	$125K	Hold	5,156	–	–	0.01%	253
2023 Q1	$124K	Buy	5,156 +582	+13%	+$13.8K	0.01%	251
2022 Q4	$102K	Buy	4,574 +1,320	+41%	+$28.2K	0.01%	275
2022 Q3	$62K	Buy	3,254 +2,738	+531%	+$58.8K	0.01%	350
2022 Q2	$11K	Buy	+516	New	+$12K	﹤0.01%	735

Other funds holding DFIC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return