Orion Portfolio Solutions’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Orion Portfolio Solutions’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 Q1	$7.38M	Buy	265,688 +39,712	+18%	+$1.08M	0.07%	261
2024 Q4	$5.84M	Buy	225,976 +20,216	+10%	+$542K	0.06%	291
2024 Q3	$5.79M	Buy	205,760 +1,978	+1%	+$53.6K	0.06%	304
2024 Q2	$5.36M	Buy	203,782 +18,247	+10%	+$486K	0.06%	295
2024 Q1	$4.96M	Buy	185,535 +20,460	+12%	+$525K	0.05%	322
2023 Q4	$4.19M	Buy	165,075 +1,059	+0.6%	+$25.2K	0.05%	345
2023 Q3	$3.83M	Buy	164,016 +25,629	+19%	+$622K	0.05%	363
2023 Q2	$3.36M	Buy	138,387 +62,057	+81%	+$1.51M	0.04%	444
2023 Q1	$1.84M	Buy	+76,330	New	+$1.81M	0.02%	632

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Orion Portfolio Solutions's DFIC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 18% in Q1 2025, buying an estimated $1.08M and bringing the position to 265,688 shares worth $7.38M. The position accounts for 0.07% of the portfolio, ranked #261.

Orion Portfolio Solutions first reported a position in DFIC in Q1 2023 and has held it in 9 quarters since. 445 funds tracked by Wall St. Rank hold DFIC as of Q1 2025.

Orion Portfolio Solutions held 265,688 shares of Dimensional International Core Equity 2 ETF worth $7.38M as of Q1 2025.
Orion Portfolio Solutions bought 39,712 Dimensional International Core Equity 2 ETF shares in Q1 2025, an estimated $1.08M.
Dimensional International Core Equity 2 ETF made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #261 holding.
Orion Portfolio Solutions first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 9 quarters since.
445 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.