SAG
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SageView Advisory Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

SageView Advisory Group’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 		$3.62M Sell
97,034
-5,298
-5% -$199K 0.12% 110
2026
Q1 		$3.64M Sell
102,332
-5,798
-5% -$211K 0.13% 90
2025
Q4 		$3.73M Sell
108,130
-5,484
-5% -$183K 0.13% 100
2025
Q3 		$3.73M Sell
113,614
-1,903
-2% -$60.7K 0.13% 105
2025
Q2 		$3.61M Sell
115,517
-3,409
-3% -$99.9K 0.14% 90
2025
Q1 		$3.3M Sell
118,926
-880
-0.7% -$24K 0.14% 83
2024
Q4 		$3.1M Buy
119,806
+994
+0.8% +$26.7K 0.13% 86
2024
Q3 		$3.34M Buy
118,812
+1,564
+1% +$42.4K 0.17% 74
2024
Q2 		$3.08M Sell
117,248
-170
-0.1% -$4.53K 0.14% 90
2024
Q1 		$3.14M Sell
117,418
-1,304
-1% -$33.5K 0.16% 79
2023
Q4 		$3.01M Sell
118,722
-1,242
-1% -$29.5K 0.13% 99
2023
Q3 		$2.8M Buy
119,964
+1,617
+1% +$39.3K 0.16% 84
2023
Q2 		$2.87M Buy
118,347
+298
+0.3% +$7.25K 0.16% 87
2023
Q1 		$2.84M Buy
118,049
+2,277
+2% +$54.1K 0.18% 87
2022
Q4 		$2.59M Buy
+115,772
New +$2.47M 0.21% 77

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SageView Advisory Group's DFIC Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.2% in Q2 2026, selling an estimated $199K and leaving 97,034 shares worth $3.62M. The position accounts for 0.12% of the portfolio, ranked #110.

SageView Advisory Group first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.73M in Q4 2025. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • SageView Advisory Group held 97,034 shares of Dimensional International Core Equity 2 ETF worth $3.62M as of Q2 2026.
  • SageView Advisory Group sold 5,298 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $199K.
  • Dimensional International Core Equity 2 ETF made up 0.12% of SageView Advisory Group's portfolio in Q2 2026, its #110 holding.
  • SageView Advisory Group first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Dimensional International Core Equity 2 ETF position peaked at $3.73M in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.