Quantum Financial Planning Services’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Quantum Financial Planning Services’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	$34.2M	Buy	908,706 +58,535	+7%	+$2.25M	9.31%	5
2026 Q2	$31.7M	Buy	850,171 +54,330	+7%	+$2.04M	9.82%	4
2026 Q1	$28.3M	Buy	795,841 +23,313	+3%	+$847K	10.16%	5
2025 Q4	$26.6M	Buy	772,528 +218,072	+39%	+$7.28M	9.65%	5
2025 Q3	$18.2M	Buy	+554,456	New	+$17.7M	7.35%	5

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

Quantum Financial Planning Services's DFIC Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.9% in Q3 2026, buying an estimated $2.25M and bringing the position to 908,706 shares worth $34.2M. The position accounts for 9.31% of the portfolio, ranked #5.

Quantum Financial Planning Services first reported a position in DFIC in Q3 2025 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Quantum Financial Planning Services held 908,706 shares of Dimensional International Core Equity 2 ETF worth $34.2M as of Q3 2026.
Quantum Financial Planning Services bought 58,535 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $2.25M.
Dimensional International Core Equity 2 ETF made up 9.31% of Quantum Financial Planning Services's portfolio in Q3 2026, its #5 holding.
Quantum Financial Planning Services first reported a position in Dimensional International Core Equity 2 ETF in Q3 2025 and has held it in 5 quarters since.
142 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.