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Phillips Financial Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Phillips Financial 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
Q2 		$91.8M Sell
2,464,885
-146,474
-6% -$5.49M 6.73% 3
2026
Q1 		$92.8M Sell
2,611,359
-240,729
-8% -$8.75M 6.73% 3
2025
Q4 		$98.3M Buy
2,852,088
+140,403
+5% +$4.69M 6.33% 3
2025
Q3 		$88.9M Buy
2,711,685
+165,186
+6% +$5.27M 5.87% 3
2025
Q2 		$79.2M Buy
2,546,499
+41,298
+2% +$1.21M 5.74% 3
2025
Q1 		$69.6M Buy
2,505,201
+300,325
+14% +$8.2M 5.38% 3
2024
Q4 		$57M Buy
2,204,876
+669,573
+44% +$18M 4.48% 4
2024
Q3 		$43.2M Buy
1,535,303
+209,701
+16% +$5.68M 3.35% 6
2024
Q2 		$34.9M Buy
1,325,602
+126,241
+11% +$3.36M 2.87% 7
2024
Q1 		$32.1M Buy
1,199,361
+208,873
+21% +$5.36M 2.63% 8
2023
Q4 		$25.3M Buy
990,488
+162,004
+20% +$3.85M 2.2% 12
2023
Q3 		$19.3M Buy
828,484
+157,113
+23% +$3.81M 1.83% 16
2023
Q2 		$16.3M Buy
671,371
+130,175
+24% +$3.17M 1.51% 19
2023
Q1 		$13M Buy
541,196
+63,525
+13% +$1.51M 1.26% 22
2022
Q4 		$10.7M Buy
477,671
+254,890
+114% +$5.45M 1.09% 25
2022
Q3 		$4.27M Buy
+222,781
New +$4.78M 0.47% 45

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Phillips Financial Management's DFIC Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.6% in Q2 2026, selling an estimated $5.49M and leaving 2,464,885 shares worth $91.8M. The position accounts for 6.73% of the portfolio, ranked #3.

Phillips Financial Management first reported a position in DFIC in Q3 2022 and has held it in 16 quarters since. The position peaked at $98.3M in Q4 2025. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Phillips Financial Management held 2,464,885 shares of Dimensional International Core Equity 2 ETF worth $91.8M as of Q2 2026.
  • Phillips Financial Management sold 146,474 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $5.49M.
  • Dimensional International Core Equity 2 ETF made up 6.73% of Phillips Financial Management's portfolio in Q2 2026, its #3 holding.
  • Phillips Financial Management first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's Dimensional International Core Equity 2 ETF position peaked at $98.3M in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.