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Prospect Financial Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Prospect Financial 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 		$7.29M Sell
205,211
-4,915
-2% -$179K 6.73% 4
2025
Q4 		$7.24M Sell
210,126
-1,925
-0.9% -$64.3K 6.73% 4
2025
Q3 		$6.95M Sell
212,051
-4,649
-2% -$148K 6.79% 4
2025
Q2 		$6.74M Buy
216,700
+71,612
+49% +$2.1M 7.05% 4
2025
Q1 		$4.03M Sell
145,088
-1,357
-0.9% -$37.1K 5.14% 6
2024
Q4 		$3.78M Buy
+146,445
New +$3.93M 4.66% 8

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $374B AUM 17.66% 1-Year Est. Return
AC
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
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 $1.42B AUM 21.31% 1-Year Est. Return

Prospect Financial Group's DFIC Position: Q1 2026 in Review

Prospect Financial Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.3% in Q1 2026, selling an estimated $179K and leaving 205,211 shares worth $7.29M. The position accounts for 6.73% of the portfolio, ranked #4.

Prospect Financial Group first reported a position in DFIC in Q4 2024 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Prospect Financial Group held 205,211 shares of Dimensional International Core Equity 2 ETF worth $7.29M as of Q1 2026.
  • Prospect Financial Group sold 4,915 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $179K.
  • Dimensional International Core Equity 2 ETF made up 6.73% of Prospect Financial Group's portfolio in Q1 2026, its #4 holding.
  • Prospect Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.