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

Optimum Investment 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
2025
Q3 		$13.7K Hold
417
– – 0.01% 480
2025
Q2 		$13K Hold
417
– – 0.01% 487
2025
Q1 		$11.6K Hold
417
– – 0.01% 499
2024
Q4 		$10.8K Hold
417
– – ﹤0.01% 499
2024
Q3 		$11.7K Hold
417
– – 0.01% 514
2024
Q2 		$11K Hold
417
– – ﹤0.01% 511
2024
Q1 		$11.2K Hold
417
– – 0.01% 515
2023
Q4 		$10.6K Buy
+417
New +$9.92K 0.01% 508

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Optimum Investment Advisors's DFIC Position: Q3 2025 in Review

Optimum Investment Advisors held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q3 2025 at 417 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #480.

Optimum Investment Advisors first reported a position in DFIC in Q4 2023 and has held it in 8 quarters since. 485 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

  • Optimum Investment Advisors held 417 shares of Dimensional International Core Equity 2 ETF worth $13.7K as of Q3 2025.
  • Optimum Investment Advisors left its Dimensional International Core Equity 2 ETF share count unchanged in Q3 2025.
  • Dimensional International Core Equity 2 ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #480 holding.
  • Optimum Investment Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 8 quarters since.
  • 485 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.