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

Mission 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 		$1.1M Buy
31,092
+7,830
+34% +$285K 0.02% 314
2025
Q4 		$802K Buy
23,262
+4,718
+25% +$157K 0.02% 385
2025
Q3 		$608K Buy
18,544
+6,212
+50% +$198K 0.01% 440
2025
Q2 		$383K Buy
+12,332
New +$361K 0.01% 538

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

Mission Wealth Management's DFIC Position: Q1 2026 in Review

Mission Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 34% in Q1 2026, buying an estimated $285K and bringing the position to 31,092 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #314.

Mission Wealth Management first reported a position in DFIC in Q2 2025 and has held it in 4 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Mission Wealth Management held 31,092 shares of Dimensional International Core Equity 2 ETF worth $1.1M as of Q1 2026.
  • Mission Wealth Management bought 7,830 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $285K.
  • Dimensional International Core Equity 2 ETF made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #314 holding.
  • Mission Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.