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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

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Lakeridge Wealth Management's DFIC Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 55% in Q2 2026, selling an estimated $301K and leaving 6,549 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #161.

Lakeridge Wealth Management first reported a position in DFIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2023. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Lakeridge Wealth Management held 6,549 shares of Dimensional International Core Equity 2 ETF worth $244K as of Q2 2026.
  • Lakeridge Wealth Management sold 8,027 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $301K.
  • Dimensional International Core Equity 2 ETF made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Lakeridge Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $1.07M in Q4 2023.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.