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 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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

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

Root Financial Partners's DFIC Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 25% in Q1 2026, buying an estimated $660K and bringing the position to 91,374 shares worth $3.25M. The position accounts for 0.15% of the portfolio, ranked #47.

Root Financial Partners first reported a position in DFIC in Q1 2023 and has held it in 13 quarters since. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Root Financial Partners held 91,374 shares of Dimensional International Core Equity 2 ETF worth $3.25M as of Q1 2026.
Root Financial Partners bought 18,157 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $660K.
Dimensional International Core Equity 2 ETF made up 0.15% of Root Financial Partners's portfolio in Q1 2026, its #47 holding.
Root Financial Partners first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.