LIWM
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Long Island Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Long Island 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 		$251K Hold
6,730
– – 0.1% 84
2026
Q1 		$239K Hold
6,730
– – 0.11% 81
2025
Q4 		$232K Hold
6,730
– – 0.11% 79
2025
Q3 		$221K Hold
6,730
– – 0.11% 80
2025
Q2 		$209K Buy
+6,730
New +$197K 0.11% 77

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

Long Island Wealth Management's DFIC Position: Q2 2026 in Review

Long Island Wealth Management held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q2 2026 at 6,730 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #84.

Long Island Wealth Management first reported a position in DFIC in Q2 2025 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Long Island Wealth Management held 6,730 shares of Dimensional International Core Equity 2 ETF worth $251K as of Q2 2026.
  • Long Island Wealth Management left its Dimensional International Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity 2 ETF made up 0.1% of Long Island Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Long Island Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.