Lakeridge Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Lakeridge Wealth Management’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	$244K	Sell	6,549 -8,027	-55%	-$301K	0.09%	161
2026 Q1	$518K	Buy	14,576 +25	+0.2%	+$909	0.22%	90
2025 Q4	$501K	Sell	14,551 -1,294	-8%	-$43.2K	0.23%	87
2025 Q3	$520K	Buy	15,845 +26	+0.2%	+$830	0.23%	81
2025 Q2	$492K	Sell	15,819 -6,821	-30%	-$200K	0.23%	84
2025 Q1	$629K	Sell	22,640 -1,539	-6%	-$42K	0.31%	56
2024 Q4	$625K	Sell	24,179 -9,435	-28%	-$253K	0.32%	64
2024 Q3	$946K	Sell	33,614 -2,636	-7%	-$71.4K	0.52%	37
2024 Q2	$953K	Sell	36,250 -2,446	-6%	-$65.2K	0.57%	34
2024 Q1	$1.04M	Sell	38,696 -3,135	-7%	-$80.4K	0.67%	29
2023 Q4	$1.07M	Buy	+41,831	New	+$995K	0.77%	28

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

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return