Phillips Financial Management
DFIC icon

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
Q3 		$95.7M Buy
2,543,893
+79,008
+3% +$3.04M 7.32% 3
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Phillips Financial Management's DFIC Position: Q3 2026 in Review

Phillips Financial Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.2% in Q3 2026, buying an estimated $3.04M and bringing the position to 2,543,893 shares worth $95.7M. The position accounts for 7.32% of the portfolio, ranked #3.

Phillips Financial Management first reported a position in DFIC in Q3 2022 and has held it in 17 quarters since. The position peaked at $98.3M in Q4 2025. 150 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Phillips Financial Management held 2,543,893 shares of Dimensional International Core Equity 2 ETF worth $95.7M as of Q3 2026.
  • Phillips Financial Management bought 79,008 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $3.04M.
  • Dimensional International Core Equity 2 ETF made up 7.32% of Phillips Financial Management's portfolio in Q3 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 17 quarters since.
  • Phillips Financial Management's Dimensional International Core Equity 2 ETF position peaked at $98.3M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.