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Lutz Financial Services’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Lutz Financial Services’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 		$28.1M Sell
790,627
-661
-0.1% -$24K 1.89% 13
2025
Q4 		$27.3M Buy
791,288
+35,952
+5% +$1.2M 1.85% 13
2025
Q3 		$24.8M Buy
755,336
+15,564
+2% +$497K 1.79% 14
2025
Q2 		$23M Sell
739,772
-1,805
-0.2% -$52.9K 1.79% 14
2025
Q1 		$20.6M Buy
741,577
+44,926
+6% +$1.23M 1.69% 16
2024
Q4 		$18M Buy
696,651
+103,599
+17% +$2.78M 1.46% 18
2024
Q3 		$16.7M Buy
593,052
+20,290
+4% +$550K 1.35% 18
2024
Q2 		$15.1M Buy
572,762
+24,071
+4% +$641K 1.31% 18
2024
Q1 		$14.7M Buy
548,691
+67,599
+14% +$1.73M 1.28% 22
2023
Q4 		$12.3M Buy
481,092
+150,699
+46% +$3.58M 1.15% 24
2023
Q3 		$7.71M Buy
330,393
+65,394
+25% +$1.59M 0.84% 29
2023
Q2 		$6.43M Buy
264,999
+51,631
+24% +$1.26M 0.69% 34
2023
Q1 		$5.13M Buy
213,368
+97,412
+84% +$2.32M 0.59% 39
2022
Q4 		$2.59M Buy
+115,956
New +$2.48M 0.32% 47

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 $7.79B 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 $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 $1.42B AUM 21.31% 1-Year Est. Return

Lutz Financial Services's DFIC Position: Q1 2026 in Review

Lutz Financial Services reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.08% in Q1 2026, selling an estimated $24K and leaving 790,627 shares worth $28.1M. The position accounts for 1.89% of the portfolio, ranked #13.

Lutz Financial Services first reported a position in DFIC in Q4 2022 and has held it in 14 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Lutz Financial Services held 790,627 shares of Dimensional International Core Equity 2 ETF worth $28.1M as of Q1 2026.
  • Lutz Financial Services sold 661 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $24K.
  • Dimensional International Core Equity 2 ETF made up 1.89% of Lutz Financial Services's portfolio in Q1 2026, its #13 holding.
  • Lutz Financial Services first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.