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Note Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Note Advisors’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 		$1.15M Sell
32,269
-123
-0.4% -$4.47K 0.57% 32
2025
Q4 		$1.16M Buy
+32,392
New +$1.08M 0.59% 34

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 $1.94B 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 $1.27B AUM 15.81% 1-Year Est. Return

Note Advisors's DFIC Position: Q1 2026 in Review

Note Advisors reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.38% in Q1 2026, selling an estimated $4.47K and leaving 32,269 shares worth $1.15M. The position accounts for 0.57% of the portfolio, ranked #32.

Note Advisors first reported a position in DFIC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Note Advisors held 32,269 shares of Dimensional International Core Equity 2 ETF worth $1.15M as of Q1 2026.
  • Note Advisors sold 123 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $4.47K.
  • Dimensional International Core Equity 2 ETF made up 0.57% of Note Advisors's portfolio in Q1 2026, its #32 holding.
  • Note Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Note Advisors's Dimensional International Core Equity 2 ETF position peaked at $1.16M in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.