Patriot Financial Group Insurance Agency’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	$263K	Sell	7,072 -7,072	-50%	-$265K	0.03%	412
2026 Q1	$503K	Buy	14,144 +7,072	+100%	+$257K	0.03%	442
2025 Q4	$244K	Hold	7,072	–	–	0.03%	431
2025 Q3	$232K	Sell	7,072 -146	-2%	-$4.66K	0.03%	436
2025 Q2	$224K	Sell	7,218 -271	-4%	-$7.94K	0.03%	467
2025 Q1	$208K	Buy	+7,489	New	+$205K	0.03%	443
2024 Q4	–	Sell	-7,666	Closed	-$216K	–	487
2024 Q3	$216K	Buy	7,666 +7	+0.1%	+$190	0.03%	450
2024 Q2	$201K	Sell	7,659 -823	-10%	-$21.9K	0.03%	448
2024 Q1	$227K	Buy	8,482 +603	+8%	+$15.5K	0.04%	422
2023 Q4	$201K	Buy	+7,879	New	+$187K	0.04%	429
2022 Q3	–	Sell	-5,283	Closed	-$114K	–	767
2022 Q2	$114K	Buy	+5,283	New	+$123K	0.02%	512

Other funds holding DFIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFIC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 50% in Q2 2026, selling an estimated $265K and leaving 7,072 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #412.

Patriot Financial Group Insurance Agency first reported a position in DFIC in Q2 2022 and has held it in 11 quarters since. The position peaked at $503K in Q1 2026. 368 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Patriot Financial Group Insurance Agency held 7,072 shares of Dimensional International Core Equity 2 ETF worth $263K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 7,072 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $265K.
Dimensional International Core Equity 2 ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #412 holding.
Patriot Financial Group Insurance Agency first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 11 quarters since.
Patriot Financial Group Insurance Agency's Dimensional International Core Equity 2 ETF position peaked at $503K in Q1 2026.
368 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.