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Kozak & Associates’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Kozak & Associates’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
Q4 		– Sell
-179
Closed -$5.91K – 436
2025
Q3 		$5.91K Buy
+179
New +$5.71K ﹤0.01% 297

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Kozak & Associates's DFIC Position: Q4 2025 in Review

Kozak & Associates sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2025, closing a stake of 179 shares — an estimated $5.91K sold.

Kozak & Associates first reported a position in DFIC in Q3 2025 and held it in 1 quarter. The position peaked at $5.91K in Q3 2025. 566 funds tracked by Wall St. Rank hold DFIC as of Q4 2025.

  • Kozak & Associates reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 179 Dimensional International Core Equity 2 ETF shares in Q4 2025, an estimated $5.91K.
  • Kozak & Associates first reported a position in Dimensional International Core Equity 2 ETF in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's Dimensional International Core Equity 2 ETF position peaked at $5.91K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.