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Porter White Investment Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Porter White Investment Advisors’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 		$6.05M Buy
162,353
+3,132
+2% +$117K 2.33% 7
2026
Q1 		$5.66M Buy
159,221
+1,516
+1% +$55.1K 2.27% 8
2025
Q4 		$5.43M Sell
157,705
-6,018
-4% -$201K 2.23% 8
2025
Q3 		$5.37M Sell
163,723
-964
-0.6% -$30.8K 2.3% 9
2025
Q2 		$5.12M Sell
164,687
-14,717
-8% -$431K 2.38% 7
2025
Q1 		$4.98M Buy
179,404
+10,420
+6% +$285K 2.46% 6
2024
Q4 		$4.37M Buy
168,984
+5,609
+3% +$150K 2.22% 9
2024
Q3 		$4.6M Buy
163,375
+3,783
+2% +$102K 2.3% 9
2024
Q2 		$4.2M Buy
159,592
+4,396
+3% +$117K 2.25% 9
2024
Q1 		$4.15M Buy
155,196
+40,788
+36% +$1.05M 2.21% 9
2023
Q4 		$2.92M Buy
114,408
+59,234
+107% +$1.41M 1.82% 10
2023
Q3 		$1.29M Buy
55,174
+13,352
+32% +$324K 0.98% 11
2023
Q2 		$1.02M Buy
41,822
+4,937
+13% +$120K 0.8% 12
2023
Q1 		$888K Buy
36,885
+2,039
+6% +$48.5K 0.76% 10
2022
Q4 		$779K Buy
+34,846
New +$745K 0.69% 10

Other funds holding DFIC

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Porter White Investment Advisors's DFIC Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2% in Q2 2026, buying an estimated $117K and bringing the position to 162,353 shares worth $6.05M. The position accounts for 2.33% of the portfolio, ranked #7.

Porter White Investment Advisors first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 410 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Porter White Investment Advisors held 162,353 shares of Dimensional International Core Equity 2 ETF worth $6.05M as of Q2 2026.
  • Porter White Investment Advisors bought 3,132 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $117K.
  • Dimensional International Core Equity 2 ETF made up 2.33% of Porter White Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Porter White Investment Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 410 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.