SWM
DFIC icon

Selective Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Selective Wealth Management’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 		$3.56M Buy
95,310
+49,321
+107% +$1.85M 0.93% 16
2026
Q1 		$1.68M Buy
45,989
+34,607
+304% +$1.26M 0.5% 31
2025
Q4 		$406K Buy
+11,382
New +$380K 0.13% 73

Other funds holding DFIC

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Selective Wealth Management's DFIC Position: Q2 2026 in Review

Selective Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 107% in Q2 2026, buying an estimated $1.85M and bringing the position to 95,310 shares worth $3.56M. The position accounts for 0.93% of the portfolio, ranked #16.

Selective Wealth Management first reported a position in DFIC in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Selective Wealth Management held 95,310 shares of Dimensional International Core Equity 2 ETF worth $3.56M as of Q2 2026.
  • Selective Wealth Management bought 49,321 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $1.85M.
  • Dimensional International Core Equity 2 ETF made up 0.93% of Selective Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Selective Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.