JFG
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JMG Financial Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

JMG Financial 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
Q2 		$185M Buy
4,973,487
+187,194
+4% +$7.02M 4.48% 8
2026
Q1 		$170M Buy
4,786,293
+353,823
+8% +$12.9M 4.68% 7
2025
Q4 		$153M Buy
4,432,470
+142,160
+3% +$4.75M 4.29% 8
2025
Q3 		$141M Buy
4,290,310
+134,923
+3% +$4.31M 4.01% 9
2025
Q2 		$129M Buy
4,155,387
+52,776
+1% +$1.55M 3.92% 9
2025
Q1 		$114M Buy
4,102,611
+598,527
+17% +$16.3M 3.84% 9
2024
Q4 		$90.6M Buy
3,504,084
+640,751
+22% +$17.2M 3.09% 9
2024
Q3 		$80.6M Buy
2,863,333
+372,402
+15% +$10.1M 2.75% 12
2024
Q2 		$65.5M Buy
2,490,931
+356,974
+17% +$9.51M 2.45% 12
2024
Q1 		$57.1M Buy
2,133,957
+388,867
+22% +$9.98M 2.18% 12
2023
Q4 		$44.6M Buy
1,745,090
+427,686
+32% +$10.2M 1.87% 13
2023
Q3 		$30.8M Buy
1,317,404
+380,157
+41% +$9.23M 1.48% 13
2023
Q2 		$22.7M Buy
937,247
+268,583
+40% +$6.53M 1.07% 15
2023
Q1 		$16.1M Buy
668,664
+312,496
+88% +$7.43M 0.82% 17
2022
Q4 		$7.96M Buy
+356,168
New +$7.61M 0.44% 23

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMG Financial Group's DFIC Position: Q2 2026 in Review

JMG Financial Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.9% in Q2 2026, buying an estimated $7.02M and bringing the position to 4,973,487 shares worth $185M. The position accounts for 4.48% of the portfolio, ranked #8.

JMG Financial Group first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • JMG Financial Group held 4,973,487 shares of Dimensional International Core Equity 2 ETF worth $185M as of Q2 2026.
  • JMG Financial Group bought 187,194 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $7.02M.
  • Dimensional International Core Equity 2 ETF made up 4.48% of JMG Financial Group's portfolio in Q2 2026, its #8 holding.
  • JMG Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.