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PBMares Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

PBMares Wealth 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
2025
Q3 		$2.51M Sell
76,492
-5,253
-6% -$168K 0.41% 33
2025
Q2 		$2.54M Buy
81,745
+10
+0% +$293 0.47% 32
2025
Q1 		$2.27M Sell
81,735
-2,160
-3% -$59K 0.45% 33
2024
Q4 		$2.17M Buy
83,895
+29,987
+56% +$804K 0.44% 33
2024
Q3 		$1.52M Sell
53,908
-311,802
-85% -$8.45M 0.32% 46
2024
Q2 		$9.61M Buy
365,710
+38,622
+12% +$1.03M 2.36% 12
2024
Q1 		$8.75M Buy
327,088
+32,533
+11% +$835K 2.28% 12
2023
Q4 		$7.52M Buy
294,555
+75,302
+34% +$1.79M 2.26% 12
2023
Q3 		$5.12M Buy
219,253
+4,659
+2% +$113K 1.85% 14
2023
Q2 		$5.21M Buy
214,594
+1,975
+0.9% +$48K 1.86% 12
2023
Q1 		$5.12M Buy
212,619
+14,210
+7% +$338K 1.9% 14
2022
Q4 		$4.43M Buy
198,409
+15,930
+9% +$340K 1.79% 13
2022
Q3 		$3.5M Buy
182,479
+160,352
+725% +$3.44M 1.52% 15
2022
Q2 		$476K Buy
+22,127
New +$515K 0.2% 94

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

PBMares Wealth Management's DFIC Position: Q3 2025 in Review

PBMares Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.4% in Q3 2025, selling an estimated $168K and leaving 76,492 shares worth $2.51M. The position accounts for 0.41% of the portfolio, ranked #33.

PBMares Wealth Management first reported a position in DFIC in Q2 2022 and has held it in 14 quarters since. The position peaked at $9.61M in Q2 2024. 485 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

  • PBMares Wealth Management held 76,492 shares of Dimensional International Core Equity 2 ETF worth $2.51M as of Q3 2025.
  • PBMares Wealth Management sold 5,253 Dimensional International Core Equity 2 ETF shares in Q3 2025, an estimated $168K.
  • Dimensional International Core Equity 2 ETF made up 0.41% of PBMares Wealth Management's portfolio in Q3 2025, its #33 holding.
  • PBMares Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 14 quarters since.
  • PBMares Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $9.61M in Q2 2024.
  • 485 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.