PWMG
DFIC icon

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
Q2 		$21.5M Sell
577,510
-3,274
-0.6% -$123K 4.99% 6
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Private Wealth Management Group's DFIC Position: Q2 2026 in Review

Private Wealth Management Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.56% in Q2 2026, selling an estimated $123K and leaving 577,510 shares worth $21.5M. The position accounts for 4.99% of the portfolio, ranked #6.

Private Wealth Management Group first reported a position in DFIC in Q4 2023 and has held it in 11 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Private Wealth Management Group held 577,510 shares of Dimensional International Core Equity 2 ETF worth $21.5M as of Q2 2026.
  • Private Wealth Management Group sold 3,274 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $123K.
  • Dimensional International Core Equity 2 ETF made up 4.99% of Private Wealth Management Group's portfolio in Q2 2026, its #6 holding.
  • Private Wealth Management Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.