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 Q3	$9.18M	Sell	244,181 -1,875	-0.8%	-$72K	0.15%	97
2026 Q2	$9.17M	Buy	246,056 +214,964	+691%	+$8.06M	0.11%	114
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Mission Wealth Management's DFIC Position: Q3 2026 in Review

Mission Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.76% in Q3 2026, selling an estimated $72K and leaving 244,181 shares worth $9.18M. The position accounts for 0.15% of the portfolio, ranked #97.

Mission Wealth Management first reported a position in DFIC in Q2 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Mission Wealth Management held 244,181 shares of Dimensional International Core Equity 2 ETF worth $9.18M as of Q3 2026.
Mission Wealth Management sold 1,875 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $72K.
Dimensional International Core Equity 2 ETF made up 0.15% of Mission Wealth Management's portfolio in Q3 2026, its #97 holding.
Mission Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
248 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.