Live Oak Private Wealth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Live Oak Private Wealth’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	$2.61M	Sell	70,119 -12,129	-15%	-$455K	0.33%	74
2026 Q1	$2.92M	Buy	82,248 +2,303	+3%	+$83.7K	0.41%	62
2025 Q4	$2.75M	Buy	79,945 +22	+0%	+$734	0.38%	62
2025 Q3	$2.62M	Buy	79,923 +13	+0%	+$415	0.36%	65
2025 Q2	$2.48M	Hold	79,910	–	–	0.37%	66
2025 Q1	$2.22M	Hold	79,910	–	–	0.36%	67
2024 Q4	$2.07M	Sell	79,910 -5,965	-7%	-$160K	0.35%	66
2024 Q3	$2.42M	Hold	85,875	–	–	0.39%	65
2024 Q2	$2.26M	Sell	85,875 -3,800	-4%	-$101K	0.39%	67
2024 Q1	$2.4M	Hold	89,675	–	–	0.42%	63
2023 Q4	$2.29M	Hold	89,675	–	–	0.43%	60
2023 Q3	$2.09M	Hold	89,675	–	–	0.45%	55
2023 Q2	$2.18M	Buy	89,675 +6,100	+7%	+$148K	0.43%	58
2023 Q1	$2.01M	Hold	83,575	–	–	0.42%	58
2022 Q4	$1.87M	Buy	83,575 +6,700	+9%	+$143K	0.39%	64
2022 Q3	$1.47M	Buy	+76,875	New	+$1.65M	0.33%	66

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 22.96% 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 $7.08B AUM 17.38% 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

Live Oak Private Wealth's DFIC Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 15% in Q2 2026, selling an estimated $455K and leaving 70,119 shares worth $2.61M. The position accounts for 0.33% of the portfolio, ranked #74.

Live Oak Private Wealth first reported a position in DFIC in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.92M in Q1 2026. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Live Oak Private Wealth held 70,119 shares of Dimensional International Core Equity 2 ETF worth $2.61M as of Q2 2026.
Live Oak Private Wealth sold 12,129 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $455K.
Dimensional International Core Equity 2 ETF made up 0.33% of Live Oak Private Wealth's portfolio in Q2 2026, its #74 holding.
Live Oak Private Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
Live Oak Private Wealth's Dimensional International Core Equity 2 ETF position peaked at $2.92M in Q1 2026.
636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.