Ridgeline Wealth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Ridgeline Wealth’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	$14.3M	Buy	383,536 +29,084	+8%	+$1.09M	8.36%	2
2026 Q1	$12.6M	Buy	354,452 +5,600	+2%	+$204K	9.02%	2
2025 Q4	$12M	Buy	348,852 +11,974	+4%	+$400K	8.34%	3
2025 Q3	$11M	Buy	336,878 +16,733	+5%	+$534K	8.15%	3
2025 Q2	$9.95M	Buy	320,145 +6,375	+2%	+$187K	8.12%	3
2025 Q1	$8.71M	Sell	313,770 -10,220	-3%	-$279K	7.41%	4
2024 Q4	$8.37M	Buy	+323,990	New	+$8.69M	6.82%	4

Other funds holding DFIC

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return