Private Wealth Management Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Private Wealth Management Group’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 Q1	$20.6M	Sell	580,784 -15,493	-3%	-$563K	5.42%	5
2025 Q4	$20.5M	Sell	596,277 -2,406	-0.4%	-$80.3K	5.49%	5
2025 Q3	$19.6M	Buy	598,683 +56	+0%	+$1.79K	5.4%	5
2025 Q2	$18.6M	Sell	598,627 -7,787	-1%	-$228K	6.18%	3
2025 Q1	$16.8M	Buy	606,414 +6,754	+1%	+$184K	6.21%	3
2024 Q4	$15.5M	Sell	599,660 -5,726	-0.9%	-$154K	5.93%	3
2024 Q3	$17M	Buy	605,386 +10,308	+2%	+$279K	6.73%	3
2024 Q2	$15.6M	Buy	595,078 +39,087	+7%	+$1.04M	6.78%	3
2024 Q1	$14.9M	Buy	555,991 +76,344	+16%	+$1.96M	6.74%	4
2023 Q4	$12.2M	Buy	+479,647	New	+$11.4M	6.02%	4

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Private Wealth Management Group's DFIC Position: Q1 2026 in Review

Private Wealth Management Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.6% in Q1 2026, selling an estimated $563K and leaving 580,784 shares worth $20.6M. The position accounts for 5.42% of the portfolio, ranked #5.

Private Wealth Management Group first reported a position in DFIC in Q4 2023 and has held it in 10 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Private Wealth Management Group held 580,784 shares of Dimensional International Core Equity 2 ETF worth $20.6M as of Q1 2026.
Private Wealth Management Group sold 15,493 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $563K.
Dimensional International Core Equity 2 ETF made up 5.42% of Private Wealth Management Group's portfolio in Q1 2026, its #5 holding.
Private Wealth Management Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.