Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Schwarz Dygos Wheeler Investment 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	$2.27M	Sell	63,884 -562	-0.9%	-$20.4K	0.47%	44
2025 Q4	$2.22M	Sell	64,446 -3,627	-5%	-$121K	0.46%	42
2025 Q3	$2.23M	Sell	68,073 -2,906	-4%	-$92.7K	0.47%	44
2025 Q2	$2.21M	Buy	70,979 +3,139	+5%	+$91.9K	0.5%	46
2025 Q1	$1.88M	Buy	67,840 +5,882	+9%	+$161K	0.45%	47
2024 Q4	$1.6M	Buy	61,958 +1,834	+3%	+$49.2K	0.39%	52
2024 Q3	$1.69M	Buy	60,124 +8,021	+15%	+$217K	0.42%	52
2024 Q2	$1.37M	Buy	52,103 +1,822	+4%	+$48.6K	0.37%	54
2024 Q1	$1.35M	Buy	50,281 +10,598	+27%	+$272K	0.38%	54
2023 Q4	$1.01M	Buy	39,683 +18,613	+88%	+$443K	0.31%	58
2023 Q3	$492K	Buy	21,070 +961	+5%	+$23.3K	0.17%	89
2023 Q2	$488K	Buy	+20,109	New	+$489K	0.16%	87

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 $424B AUM 22.94% 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 $4.14B AUM 21.49% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Schwarz Dygos Wheeler Investment Advisors's DFIC Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.87% in Q1 2026, selling an estimated $20.4K and leaving 63,884 shares worth $2.27M. The position accounts for 0.47% of the portfolio, ranked #44.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFIC in Q2 2023 and has held it in 12 quarters since. 609 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 63,884 shares of Dimensional International Core Equity 2 ETF worth $2.27M as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors sold 562 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $20.4K.
Dimensional International Core Equity 2 ETF made up 0.47% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #44 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
609 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.