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

Perigon 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
2026 Q3	$1.18M	Hold	31,392	–	–	0.02%	544
2026 Q2	$1.17M	Hold	31,392	–	–	0.02%	542
2026 Q1	$1.12M	Hold	31,392	–	–	0.02%	502
2025 Q4	$1.08M	Buy	31,392 +4,415	+16%	+$147K	0.02%	518
2025 Q3	$885K	Hold	26,977	–	–	0.02%	550
2025 Q2	$839K	Sell	26,977 -11,715	-30%	-$343K	0.02%	519
2025 Q1	$1.07M	Buy	38,692 +555	+1%	+$15.2K	0.03%	434
2024 Q4	$992K	Sell	38,137 -2	-0%	-$54	0.02%	446
2024 Q3	$1.07M	Buy	38,139 +4,457	+13%	+$121K	0.03%	415
2024 Q2	$886K	Hold	33,682	–	–	0.03%	400
2024 Q1	$901K	Buy	33,682 +17,013	+102%	+$436K	0.03%	394
2023 Q4	$426K	Sell	16,669 -129	-0.8%	-$3.07K	0.01%	550
2023 Q3	$392K	Hold	16,798	–	–	0.02%	508
2023 Q2	$408K	Hold	16,798	–	–	0.02%	513
2023 Q1	$404K	Hold	16,798	–	–	0.02%	444
2022 Q4	$375K	Buy	+16,798	New	+$359K	0.02%	458

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Perigon Wealth Management's DFIC Position: Q3 2026 in Review

Perigon Wealth Management held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q3 2026 at 31,392 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #544.

Perigon Wealth Management first reported a position in DFIC in Q4 2022 and has held it in 16 quarters since. 216 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Perigon Wealth Management held 31,392 shares of Dimensional International Core Equity 2 ETF worth $1.18M as of Q3 2026.
Perigon Wealth Management left its Dimensional International Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional International Core Equity 2 ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #544 holding.
Perigon Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
216 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.