LWM
DFIC icon

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

Level 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 		$253K Buy
6,789
+57
+0.8% +$2.14K 0.1% 62
2026
Q1 		$239K Buy
6,732
+10
+0.1% +$363 0.11% 59
2025
Q4 		$232K Sell
6,722
-100
-1% -$3.34K 0.12% 57
2025
Q3 		$224K Buy
6,822
+19
+0.3% +$606 0.12% 60
2025
Q2 		$212K Buy
+6,803
New +$199K 0.12% 61

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

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

Level Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.85% in Q2 2026, buying an estimated $2.14K and bringing the position to 6,789 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #62.

Level Wealth Management first reported a position in DFIC in Q2 2025 and has held it in 5 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Level Wealth Management held 6,789 shares of Dimensional International Core Equity 2 ETF worth $253K as of Q2 2026.
  • Level Wealth Management bought 57 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.14K.
  • Dimensional International Core Equity 2 ETF made up 0.1% of Level Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Level Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.