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 Q3	$20.5M	Sell	544,206 -33,304	-6%	-$1.28M	4.6%	7
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

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

Private Wealth Management Group's DFIC Position: Q3 2026 in Review

Private Wealth Management Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.8% in Q3 2026, selling an estimated $1.28M and leaving 544,206 shares worth $20.5M. The position accounts for 4.6% of the portfolio, ranked #7.

Private Wealth Management Group first reported a position in DFIC in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.5M in Q2 2026. 166 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Private Wealth Management Group held 544,206 shares of Dimensional International Core Equity 2 ETF worth $20.5M as of Q3 2026.
Private Wealth Management Group sold 33,304 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $1.28M.
Dimensional International Core Equity 2 ETF made up 4.6% of Private Wealth Management Group's portfolio in Q3 2026, its #7 holding.
Private Wealth Management Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Dimensional International Core Equity 2 ETF position peaked at $21.5M in Q2 2026.
166 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.