Physician Wealth Solutions’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Physician Wealth Solutions’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	$12.5M	Sell	332,904 -6,879	-2%	-$264K	4.93%	7
2026 Q2	$12.7M	Sell	339,783 -3,550	-1%	-$133K	4.8%	8
2026 Q1	$12.2M	Sell	343,333 -1,423	-0.4%	-$51.7K	5.05%	6
2025 Q4	$11.9M	Buy	344,756 +6,050	+2%	+$202K	5.04%	6
2025 Q3	$11.1M	Buy	338,706 +5,829	+2%	+$186K	4.85%	8
2025 Q2	$10.3M	Sell	332,877 -15,111	-4%	-$443K	4.8%	8
2025 Q1	$9.7M	Buy	347,988 +18,315	+6%	+$500K	4.86%	8
2024 Q4	$8.52M	Buy	329,673 +6,391	+2%	+$171K	4.27%	9
2024 Q3	$8.69M	Buy	323,282 +51,030	+19%	+$1.38M	4.33%	9
2024 Q2	$7.16M	Buy	272,252 +48,209	+22%	+$1.28M	5.11%	8
2024 Q1	$5.99M	Buy	224,043 +32,933	+17%	+$845K	5.03%	8
2023 Q4	$4.88M	Buy	+191,110	New	+$4.55M	4.87%	8

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

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

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Physician Wealth Solutions's DFIC Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 2% in Q3 2026, selling an estimated $264K and leaving 332,904 shares worth $12.5M. The position accounts for 4.93% of the portfolio, ranked #7.

Physician Wealth Solutions first reported a position in DFIC in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q2 2026. 151 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Physician Wealth Solutions held 332,904 shares of Dimensional International Core Equity 2 ETF worth $12.5M as of Q3 2026.
Physician Wealth Solutions sold 6,879 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $264K.
Dimensional International Core Equity 2 ETF made up 4.93% of Physician Wealth Solutions's portfolio in Q3 2026, its #7 holding.
Physician Wealth Solutions first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Dimensional International Core Equity 2 ETF position peaked at $12.7M in Q2 2026.
151 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.