SC&H Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

SC&H Financial 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 Q1	$34.2M	Buy	963,800 +23,234	+2%	+$844K	5.16%	5
2025 Q4	$32.4M	Buy	940,566 +28,519	+3%	+$952K	5.01%	6
2025 Q3	$29.9M	Buy	912,047 +28,999	+3%	+$925K	4.88%	6
2025 Q2	$27.5M	Buy	883,048 +26,045	+3%	+$763K	4.69%	7
2025 Q1	$23.8M	Buy	857,003 +58,419	+7%	+$1.6M	4.68%	4
2024 Q4	$20.6M	Buy	798,584 +93,361	+13%	+$2.5M	4.26%	7
2024 Q3	$19.8M	Buy	705,223 +66,522	+10%	+$1.8M	4.34%	6
2024 Q2	$16.8M	Buy	638,701 +71,563	+13%	+$1.91M	4.12%	6
2024 Q1	$15.2M	Buy	567,138 +48,127	+9%	+$1.23M	3.95%	6
2023 Q4	$13.3M	Buy	519,011 +27,288	+6%	+$649K	3.82%	6
2023 Q3	$11.5M	Buy	491,723 +24,704	+5%	+$600K	3.82%	6
2023 Q2	$11.3M	Buy	467,019 +21,203	+5%	+$516K	3.75%	6
2023 Q1	$10.7M	Buy	445,816 +51,015	+13%	+$1.21M	3.91%	6
2022 Q4	$8.82M	Buy	394,801 +212,393	+116%	+$4.54M	3.66%	6
2022 Q3	$3.5M	Buy	182,408 +104,697	+135%	+$2.25M	1.75%	15
2022 Q2	$1.67M	Buy	+77,711	New	+$1.81M	0.78%	25

Other funds holding DFIC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management

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

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return