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

Modera 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 		$3.43M Buy
91,923
+61,495
+202% +$2.31M 0.04% 221
2026
Q1 		$1.08M Sell
30,428
-1,615
-5% -$58.7K 0.01% 319
2025
Q4 		$1.1M Sell
32,043
-407
-1% -$13.6K 0.01% 323
2025
Q3 		$1.06M Sell
32,450
-1,077
-3% -$34.4K 0.01% 329
2025
Q2 		$1.04M Sell
33,527
-606
-2% -$17.8K 0.01% 322
2025
Q1 		$948K Buy
34,133
+5
+0% +$137 0.01% 333
2024
Q4 		$882K Buy
34,128
+11
+0% +$295 0.01% 351
2024
Q3 		$960K Sell
34,117
-2,495
-7% -$67.6K 0.01% 315
2024
Q2 		$963K Sell
36,612
-3,865
-10% -$103K 0.01% 298
2024
Q1 		$1.08M Sell
40,477
-669
-2% -$17.2K 0.02% 291
2023
Q4 		$1.05M Sell
41,146
-1,279
-3% -$30.4K 0.02% 284
2023
Q3 		$991K Sell
42,425
-5,648
-12% -$137K 0.02% 284
2023
Q2 		$1.17M Sell
48,073
-67
-0.1% -$1.63K 0.02% 276
2023
Q1 		$1.16M Buy
48,140
+19
+0% +$452 0.05% 142
2022
Q4 		$1.08M Buy
+48,121
New +$1.03M 0.04% 148

Other funds holding DFIC

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Modera Wealth Management's DFIC Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 202% in Q2 2026, buying an estimated $2.31M and bringing the position to 91,923 shares worth $3.43M. The position accounts for 0.04% of the portfolio, ranked #221.

Modera Wealth Management first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 433 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Modera Wealth Management held 91,923 shares of Dimensional International Core Equity 2 ETF worth $3.43M as of Q2 2026.
  • Modera Wealth Management bought 61,495 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.31M.
  • Dimensional International Core Equity 2 ETF made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Modera Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 433 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.