Passive Capital Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Passive Capital 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	$21.6M	Buy	607,940 +47,474	+8%	+$1.73M	6.45%	4
2025 Q4	$19.3M	Buy	560,466 +14,305	+3%	+$478K	6.04%	5
2025 Q3	$17.9M	Buy	546,161 +33,553	+7%	+$1.07M	5.84%	5
2025 Q2	$15.9M	Buy	512,608 +23,058	+5%	+$675K	4.95%	6
2025 Q1	$13.6M	Buy	489,550 +56,805	+13%	+$1.55M	4.31%	6
2024 Q4	$11.2M	Buy	432,745 +27,963	+7%	+$750K	3.94%	8
2024 Q3	$11.4M	Buy	404,782 +12,921	+3%	+$350K	3.98%	8
2024 Q2	$10.3M	Buy	391,861 +47,448	+14%	+$1.26M	3.82%	8
2024 Q1	$9.21M	Sell	344,413 -15,565	-4%	-$399K	3.61%	8
2023 Q4	$9.19M	Buy	359,978 +21,518	+6%	+$512K	3.73%	8
2023 Q3	$7.9M	Buy	338,460 +4,478	+1%	+$109K	3.53%	9
2023 Q2	$8.11M	Sell	333,982 -6,607	-2%	-$161K	3.44%	9
2023 Q1	$8.2M	Buy	340,589 +23,755	+7%	+$565K	3.58%	9
2022 Q4	$7.08M	Sell	316,834 -11,898	-4%	-$254K	3.22%	9
2022 Q3	$6.3M	Buy	328,732 +317,462	+2,817%	+$6.81M	3.33%	7
2022 Q2	$243K	Buy	+11,270	New	+$262K	0.12%	47

Other funds holding DFIC

Mercer Global Advisors

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

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

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return