LWM
DFIC icon

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

Liberty 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 		$15.6M Hold
439,135
– – 1.95% 15
2026
Q1 		$15.6M Sell
439,135
-8,979
-2% -$326K 1.95% 15
2025
Q4 		$15.4M Sell
448,114
-23,415
-5% -$782K 1.99% 13
2025
Q3 		$15.5M Sell
471,529
-3,128
-0.7% -$99.8K 2.18% 12
2025
Q2 		$14.8M Sell
474,657
-30,363
-6% -$889K 2.31% 12
2025
Q1 		$14M Buy
505,020
+1,439
+0.3% +$39.3K 2.68% 11
2024
Q4 		$13M Buy
503,581
+6,352
+1% +$170K 2.17% 12
2024
Q3 		$14M Sell
497,229
-421,102
-46% -$11.4M 2.38% 10
2024
Q2 		$12.8M Buy
918,331
+427,751
+87% +$11.4M 2.35% 10
2024
Q1 		$13.1M Sell
490,580
-1,222
-0.2% -$31.4K 2.56% 9
2023
Q4 		$12.6M Sell
491,802
-876
-0.2% -$20.8K 2.69% 8
2023
Q3 		$11.5M Buy
492,678
+2,337
+0.5% +$56.7K 2.86% 9
2023
Q2 		$11.9M Sell
490,341
-68,950
-12% -$1.68M 2.94% 8
2023
Q1 		$13.4M Buy
+559,291
New +$13.3M 2.77% 7
2022
Q3 		$20.9M Buy
1,091,034
+1,015,763
+1,349% +$21.8M 5.57% 5
2022
Q2 		$1.62M Buy
75,271
+1,480
+2% +$34.5K 0.66% 36
2022
Q1 		$1.8M Buy
+73,791
New +$1.85M 0.65% 36

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

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

Liberty Wealth Management held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q2 2026 at 439,135 shares worth $15.6M. The position accounts for 1.95% of the portfolio, ranked #15.

Liberty Wealth Management first reported a position in DFIC in Q1 2022 and has held it in 17 quarters since. The position peaked at $20.9M in Q3 2022. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Liberty Wealth Management held 439,135 shares of Dimensional International Core Equity 2 ETF worth $15.6M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional International Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity 2 ETF made up 1.95% of Liberty Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Liberty Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2022 and has held it in 17 quarters since.
  • Liberty Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $20.9M in Q3 2022.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.