Kerntke Otto McGlone Wealth Management Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Kerntke Otto McGlone Wealth Management 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	$605K	Sell	16,242 -6,481	-29%	-$243K	0.37%	51
2026 Q1	$807K	Sell	22,723 -10,438	-31%	-$379K	0.55%	35
2025 Q4	$1.14M	Sell	33,161 -1,916	-5%	-$64K	0.81%	25
2025 Q3	$1.15M	Buy	35,077 +1,345	+4%	+$42.9K	0.87%	24
2025 Q2	$1.05M	Sell	33,732 -21,134	-39%	-$619K	0.83%	24
2025 Q1	$1.52M	Sell	54,866 -186,136	-77%	-$5.08M	1.33%	17
2024 Q4	$6.23M	Buy	241,002 +15,745	+7%	+$422K	4.6%	7
2024 Q3	$6.34M	Buy	225,257 +15,269	+7%	+$414K	5.29%	5
2024 Q2	$5.52M	Buy	209,988 +27,523	+15%	+$733K	5.16%	5
2024 Q1	$4.88M	Buy	182,465 +42,373	+30%	+$1.09M	4.81%	5
2023 Q4	$3.58M	Buy	140,092 +4,910	+4%	+$117K	3.57%	9
2023 Q3	$3.16M	Buy	135,182 +6,414	+5%	+$156K	3.25%	9
2023 Q2	$3.13M	Buy	128,768 +13,256	+11%	+$322K	3.06%	11
2023 Q1	$2.78M	Buy	+115,512	New	+$2.75M	2.86%	12

Other funds holding DFIC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AAS

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

EFP

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

Kerntke Otto McGlone Wealth Management Group's DFIC Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 29% in Q2 2026, selling an estimated $243K and leaving 16,242 shares worth $605K. The position accounts for 0.37% of the portfolio, ranked #51.

Kerntke Otto McGlone Wealth Management Group first reported a position in DFIC in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.34M in Q3 2024. 288 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 16,242 shares of Dimensional International Core Equity 2 ETF worth $605K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 6,481 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $243K.
Dimensional International Core Equity 2 ETF made up 0.37% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #51 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
Kerntke Otto McGlone Wealth Management Group's Dimensional International Core Equity 2 ETF position peaked at $6.34M in Q3 2024.
288 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.