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

New Dimensions 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 		$21.2M Sell
596,488
-26,914
-4% -$978K 18.03% 2
2025
Q4 		$21.5M Sell
623,402
-16,349
-3% -$546K 18.37% 2
2025
Q3 		$21M Sell
639,751
-31,260
-5% -$997K 18.38% 2
2025
Q2 		$20.7M Buy
671,011
+4,072
+0.6% +$119K 18.93% 2
2025
Q1 		$18.5M Buy
+666,939
New +$18.2M 18.51% 2

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 $7.79B 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 $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 $1.42B AUM 21.31% 1-Year Est. Return

New Dimensions Wealth Management's DFIC Position: Q1 2026 in Review

New Dimensions Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 4.3% in Q1 2026, selling an estimated $978K and leaving 596,488 shares worth $21.2M. The position accounts for 18.03% of the portfolio, ranked #2.

New Dimensions Wealth Management first reported a position in DFIC in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.5M in Q4 2025. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • New Dimensions Wealth Management held 596,488 shares of Dimensional International Core Equity 2 ETF worth $21.2M as of Q1 2026.
  • New Dimensions Wealth Management sold 26,914 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $978K.
  • Dimensional International Core Equity 2 ETF made up 18.03% of New Dimensions Wealth Management's portfolio in Q1 2026, its #2 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • New Dimensions Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $21.5M in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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