Plancorp LLC’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Plancorp LLC’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	$145M	Buy	3,901,958 +403,120	+12%	+$15.1M	3.55%	9
2026 Q1	$131M	Buy	3,498,838 +405,295	+13%	+$14.7M	3.72%	9
2025 Q4	$107M	Buy	3,093,543 +891,003	+40%	+$29.7M	3.22%	9
2025 Q3	$72.2M	Buy	2,202,540 +582,439	+36%	+$18.6M	2.27%	11
2025 Q2	$50.4M	Buy	1,620,101 +1,164,640	+256%	+$34.1M	1.74%	13
2025 Q1	$12.6M	Buy	+455,461	New	+$12.4M	0.5%	24

Other funds holding DFIC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return