Root Financial Partners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Root Financial Partners’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	$3.52M	Buy	93,546 +2,676	+3%	+$103K	0.12%	56
2026 Q2	$3.39M	Sell	90,870 -504	-0.6%	-$18.9K	0.13%	49
2026 Q1	$3.25M	Buy	91,374 +18,157	+25%	+$660K	0.15%	47
2025 Q4	$2.52M	Sell	73,217 -24	-0%	-$801	0.13%	50
2025 Q3	$2.4M	Buy	73,241 +58,376	+393%	+$1.86M	0.15%	45
2025 Q2	$462K	Sell	14,865 -44,999	-75%	-$1.32M	0.04%	130
2025 Q1	$1.66M	Buy	59,864 +993	+2%	+$27.1K	0.18%	43
2024 Q4	$1.52M	Buy	58,871 +780	+1%	+$20.9K	0.19%	42
2024 Q3	$1.63M	Buy	58,091 +107	+0.2%	+$2.9K	0.26%	37
2024 Q2	$1.52M	Buy	57,984 +2,477	+4%	+$66K	0.36%	29
2024 Q1	$1.48M	Buy	55,507 +490	+0.9%	+$12.6K	0.44%	28
2023 Q4	$1.4M	Sell	55,017 -494	-0.9%	-$11.7K	0.53%	23
2023 Q3	$1.3M	Buy	55,511 +1,510	+3%	+$36.7K	0.69%	19
2023 Q2	$1.31M	Buy	54,001 +3,380	+7%	+$82.2K	0.78%	20
2023 Q1	$1.22M	Buy	+50,621	New	+$1.2M	0.87%	21

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Root Financial Partners's DFIC Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.9% in Q3 2026, buying an estimated $103K and bringing the position to 93,546 shares worth $3.52M. The position accounts for 0.12% of the portfolio, ranked #56.

Root Financial Partners first reported a position in DFIC in Q1 2023 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Root Financial Partners held 93,546 shares of Dimensional International Core Equity 2 ETF worth $3.52M as of Q3 2026.
Root Financial Partners bought 2,676 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $103K.
Dimensional International Core Equity 2 ETF made up 0.12% of Root Financial Partners's portfolio in Q3 2026, its #56 holding.
Root Financial Partners first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 15 quarters since.
274 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.