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Rockbridge Investment Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Rockbridge Investment Management’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 		$77.7M Sell
2,187,179
-548
-0% -$19.9K 6.98% 3
2025
Q4 		$75.4M Buy
2,187,727
+64,167
+3% +$2.14M 7.01% 4
2025
Q3 		$69.6M Buy
2,123,560
+41,967
+2% +$1.34M 6.87% 4
2025
Q2 		$64.7M Buy
2,081,593
+53,016
+3% +$1.55M 6.94% 4
2025
Q1 		$56.3M Buy
2,028,577
+521,195
+35% +$14.2M 6.67% 6
2024
Q4 		$39M Buy
1,507,382
+192,889
+15% +$5.17M 4.99% 7
2024
Q3 		$37M Buy
1,314,493
+592,847
+82% +$16.1M 4.79% 6
2024
Q2 		$19M Buy
721,646
+60,905
+9% +$1.62M 2.69% 10
2024
Q1 		$17.7M Buy
660,741
+56,069
+9% +$1.44M 2.59% 10
2023
Q4 		$15.4M Buy
604,672
+65,726
+12% +$1.56M 2.36% 10
2023
Q3 		$12.6M Buy
538,946
+58,316
+12% +$1.42M 2.23% 12
2023
Q2 		$11.7M Buy
480,630
+27,297
+6% +$664K 2.05% 14
2023
Q1 		$10.9M Buy
453,333
+74,318
+20% +$1.77M 2.01% 14
2022
Q4 		$8.47M Buy
379,015
+227,673
+150% +$4.87M 1.72% 17
2022
Q3 		$2.9M Buy
151,342
+112,603
+291% +$2.42M 0.68% 29
2022
Q2 		$834K Buy
38,739
+30,441
+367% +$709K 0.18% 48
2022
Q1 		$208K Buy
+8,298
New +$208K 0.03% 159

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 $4.14B AUM 21.49% 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

Rockbridge Investment Management's DFIC Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.03% in Q1 2026, selling an estimated $19.9K and leaving 2,187,179 shares worth $77.7M. The position accounts for 6.98% of the portfolio, ranked #3.

Rockbridge Investment Management first reported a position in DFIC in Q1 2022 and has held it in 17 quarters since. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Rockbridge Investment Management held 2,187,179 shares of Dimensional International Core Equity 2 ETF worth $77.7M as of Q1 2026.
  • Rockbridge Investment Management sold 548 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $19.9K.
  • Dimensional International Core Equity 2 ETF made up 6.98% of Rockbridge Investment Management's portfolio in Q1 2026, its #3 holding.
  • Rockbridge Investment Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2022 and has held it in 17 quarters since.
  • 608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.