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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
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
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 $1.76B AUM 18.21% 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

Live Oak Private Wealth's DFIC Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.9% in Q1 2026, buying an estimated $83.7K and bringing the position to 82,248 shares worth $2.92M. The position accounts for 0.41% of the portfolio, ranked #62.

Live Oak Private Wealth first reported a position in DFIC in Q3 2022 and has held it in 15 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Live Oak Private Wealth held 82,248 shares of Dimensional International Core Equity 2 ETF worth $2.92M as of Q1 2026.
  • Live Oak Private Wealth bought 2,303 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $83.7K.
  • Dimensional International Core Equity 2 ETF made up 0.41% of Live Oak Private Wealth's portfolio in Q1 2026, its #62 holding.
  • Live Oak Private Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.