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

Sax Wealth Advisors’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 		$4.6M Buy
129,351
+67,040
+108% +$2.51M 0.19% 89
2026
Q1 		$2.15M Hold
62,311
– – 0.1% 114
2025
Q4 		$2.15M Buy
62,311
+210
+0.3% +$7.01K 0.1% 117
2025
Q3 		$2.04M Sell
62,101
-968
-2% -$30.9K 0.11% 107
2025
Q2 		$1.96M Buy
63,069
+38,396
+156% +$1.12M 0.12% 103
2025
Q1 		$685K Sell
24,673
-8,404
-25% -$230K 0.05% 180
2024
Q4 		$855K Buy
33,077
+13,720
+71% +$368K 0.07% 135
2024
Q3 		$545K Buy
19,357
+800
+4% +$21.7K 0.05% 144
2024
Q2 		$488K Sell
18,557
-600
-3% -$16K 0.05% 147
2024
Q1 		$512K Buy
19,157
+601
+3% +$15.4K 0.06% 113
2023
Q4 		$474K Buy
18,556
+4,200
+29% +$99.9K 0.08% 124
2023
Q3 		$335K Hold
14,356
– – 0.07% 135
2023
Q2 		$348K Hold
14,356
– – 0.07% 135
2023
Q1 		$345K Hold
14,356
– – 0.08% 131
2022
Q4 		$321K Hold
14,356
– – 0.07% 129
2022
Q3 		$275K Buy
+14,356
New +$308K 0.07% 138

Other funds holding DFIC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Sax Wealth Advisors's DFIC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 108% in Q2 2026, buying an estimated $2.51M and bringing the position to 129,351 shares worth $4.6M. The position accounts for 0.19% of the portfolio, ranked #89.

Sax Wealth Advisors first reported a position in DFIC in Q3 2022 and has held it in 16 quarters since. 147 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Sax Wealth Advisors held 129,351 shares of Dimensional International Core Equity 2 ETF worth $4.6M as of Q2 2026.
  • Sax Wealth Advisors bought 67,040 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.51M.
  • Dimensional International Core Equity 2 ETF made up 0.19% of Sax Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Sax Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.