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

LJI 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 Q1	–	Sell	-9,602	Closed	-$331K	–	198
2025 Q4	$331K	Buy	+9,602	New	+$321K	0.05%	148
2025 Q3	–	Sell	-9,598	Closed	-$298K	–	190
2025 Q2	$298K	Buy	9,598 +6	+0.1%	+$176	0.05%	141
2025 Q1	$266K	Sell	9,592 -123	-1%	-$3.36K	0.05%	146
2024 Q4	$251K	Buy	9,715 +3	+0%	+$80	0.05%	151
2024 Q3	$273K	Buy	9,712 +547	+6%	+$14.8K	0.06%	157
2024 Q2	$241K	Buy	9,165 +5	+0.1%	+$133	0.05%	161
2024 Q1	$245K	Buy	9,160 +1	+0%	+$26	0.06%	128
2023 Q4	$234K	Buy	+9,159	New	+$218K	0.06%	149
2023 Q3	–	Sell	-54,606	Closed	-$54.6K	–	172
2023 Q2	$54.6K	Buy	+54,606	New	+$1.33M	0.02%	174

Other funds holding DFIC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return