McClarren Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

McClarren Financial Advisors’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	$214K	Buy	6,032 +5,825	+2,814%	+$212K	0.13%	77
2025 Q4	$212K	Sell	207 -6,089	-97%	-$203K	0.13%	73
2025 Q3	$206K	Buy	+6,296	New	+$201K	0.13%	75
2024 Q3	–	Sell	-26	Closed	-$24K	–	257
2024 Q2	$24K	Sell	26 -864	-97%	-$23K	0.02%	203
2024 Q1	$24K	Buy	890 +2	+0.2%	+$51	0.02%	200
2023 Q4	$23K	Buy	888 +6	+0.7%	+$143	0.02%	221
2023 Q3	$20K	Buy	882 +6	+0.7%	+$146	0.02%	217
2023 Q2	$21K	Buy	876 +10	+1%	+$243	0.02%	213
2023 Q1	$20K	Buy	866 +2	+0.2%	+$48	0.02%	205
2022 Q4	$19K	Buy	+864	New	+$18.5K	0.02%	215

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