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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Perigon Wealth Management's DFIC Position: Q1 2026 in Review

Perigon Wealth Management held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q1 2026 at 31,392 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #502.

Perigon Wealth Management first reported a position in DFIC in Q4 2022 and has held it in 14 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Perigon Wealth Management held 31,392 shares of Dimensional International Core Equity 2 ETF worth $1.12M as of Q1 2026.
  • Perigon Wealth Management left its Dimensional International Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional International Core Equity 2 ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #502 holding.
  • Perigon Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.