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Leading Edge Financial Planning’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Leading Edge Financial Planning’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
Q1 		$69.5M Buy
1,956,559
+107,042
+6% +$3.89M 14.63% 2
2025
Q4 		$63.7M Buy
1,849,517
+122,678
+7% +$4.1M 14.52% 2
2025
Q3 		$56.6M Buy
1,726,839
+62,217
+4% +$1.99M 14.21% 2
2025
Q2 		$51.8M Buy
1,664,622
+57,274
+4% +$1.68M 14.39% 2
2025
Q1 		$44.6M Buy
1,607,348
+93,023
+6% +$2.54M 13.94% 2
2024
Q4 		$39.1M Buy
1,514,325
+106,752
+8% +$2.86M 12.84% 2
2024
Q3 		$39.6M Buy
1,407,573
+179,808
+15% +$4.87M 13.27% 2
2024
Q2 		$32.3M Buy
1,227,765
+140,856
+13% +$3.75M 12.95% 3
2024
Q1 		$29.1M Buy
1,086,909
+191,662
+21% +$4.92M 12.88% 2
2023
Q4 		$22.9M Buy
895,247
+636,323
+246% +$15.1M 11.86% 3
2023
Q3 		$6.05M Buy
+258,924
New +$6.29M 3.87% 8

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Leading Edge Financial Planning's DFIC Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.8% in Q1 2026, buying an estimated $3.89M and bringing the position to 1,956,559 shares worth $69.5M. The position accounts for 14.63% of the portfolio, ranked #2.

Leading Edge Financial Planning first reported a position in DFIC in Q3 2023 and has held it in 11 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Leading Edge Financial Planning held 1,956,559 shares of Dimensional International Core Equity 2 ETF worth $69.5M as of Q1 2026.
  • Leading Edge Financial Planning bought 107,042 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $3.89M.
  • Dimensional International Core Equity 2 ETF made up 14.63% of Leading Edge Financial Planning's portfolio in Q1 2026, its #2 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional International Core Equity 2 ETF in Q3 2023 and has held it in 11 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.