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Mosaic Family Wealth Partners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Mosaic Family Wealth Partners’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 		$29.2M Buy
784,242
+147,703
+23% +$5.54M 1.96% 10
2026
Q1 		$22.6M Buy
636,539
+17,738
+3% +$645K 2.31% 10
2025
Q4 		$21.3M Buy
618,801
+9,611
+2% +$321K 2.34% 10
2025
Q3 		$19.9M Buy
609,190
+1,682
+0.3% +$53.7K 2.33% 10
2025
Q2 		$18.9M Sell
607,508
-9,271
-2% -$272K 2.41% 10
2025
Q1 		$17.1M Buy
616,779
+22,471
+4% +$614K 2.43% 10
2024
Q4 		$15.4M Buy
594,308
+20,584
+4% +$552K 2.22% 11
2024
Q3 		$16.1M Buy
573,724
+25,793
+5% +$699K 2.4% 10
2024
Q2 		$14.4M Buy
547,931
+18,500
+3% +$493K 2.32% 12
2024
Q1 		$14.2M Buy
529,431
+48,935
+10% +$1.26M 2.33% 10
2023
Q4 		$12.3M Sell
480,496
-9,090
-2% -$216K 2.12% 15
2023
Q3 		$11.4M Buy
489,586
+33,611
+7% +$816K 2.29% 12
2023
Q2 		$11.1M Buy
455,975
+41,425
+10% +$1.01M 2.18% 13
2023
Q1 		$9.98M Buy
414,550
+285,710
+222% +$6.79M 2.09% 14
2022
Q4 		$2.88M Buy
+128,840
New +$2.75M 0.81% 21

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Mosaic Family Wealth Partners's DFIC Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 23% in Q2 2026, buying an estimated $5.54M and bringing the position to 784,242 shares worth $29.2M. The position accounts for 1.96% of the portfolio, ranked #10.

Mosaic Family Wealth Partners first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Mosaic Family Wealth Partners held 784,242 shares of Dimensional International Core Equity 2 ETF worth $29.2M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 147,703 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $5.54M.
  • Dimensional International Core Equity 2 ETF made up 1.96% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Mosaic Family Wealth Partners first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.