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

Lionshead 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	$456K	Sell	12,234 -76	-0.6%	-$2.85K	0.3%	64
2026 Q1	$437K	Sell	12,310 -1,492	-11%	-$54.2K	0.32%	63
2025 Q4	$476K	Sell	13,802 -384	-3%	-$12.8K	0.36%	60
2025 Q3	$465K	Sell	14,186 -434	-3%	-$13.8K	0.37%	61
2025 Q2	$455K	Buy	14,620 +3,617	+33%	+$106K	0.42%	60
2025 Q1	$306K	Sell	11,003 -9,193	-46%	-$251K	0.32%	67
2024 Q4	$522K	Buy	+20,196	New	+$542K	0.38%	55

Other funds holding DFIC

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

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

Lionshead Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.62% in Q2 2026, selling an estimated $2.85K and leaving 12,234 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #64.

Lionshead Wealth Management first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q4 2024. 639 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Lionshead Wealth Management held 12,234 shares of Dimensional International Core Equity 2 ETF worth $456K as of Q2 2026.
Lionshead Wealth Management sold 76 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.85K.
Dimensional International Core Equity 2 ETF made up 0.3% of Lionshead Wealth Management's portfolio in Q2 2026, its #64 holding.
Lionshead Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $522K in Q4 2024.
639 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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