Sequoia Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Sequoia 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	$358K	Sell	10,067 -3,180	-24%	-$116K	﹤0.01%	1459
2025 Q4	$456K	Hold	13,247	–	–	﹤0.01%	1329
2025 Q3	$434K	Buy	13,247 +5,723	+76%	+$183K	﹤0.01%	1200
2025 Q2	$234K	Hold	7,524	–	–	﹤0.01%	1402
2025 Q1	$209K	Buy	+7,524	New	+$205K	﹤0.01%	1246
2024 Q3	–	Sell	-12,245	Closed	-$322K	–	1309
2024 Q2	$322K	Buy	12,245 +414	+3%	+$11K	﹤0.01%	858
2024 Q1	$316K	Sell	11,831 -270	-2%	-$6.93K	﹤0.01%	835
2023 Q4	$309K	Hold	12,101	–	–	﹤0.01%	914
2023 Q3	$283K	Sell	12,101 -126	-1%	-$3.06K	0.01%	713
2023 Q2	$297K	Buy	12,227 +126	+1%	+$3.06K	0.01%	707
2023 Q1	$291K	Hold	12,101	–	–	0.01%	639
2022 Q4	$270K	Buy	+12,101	New	+$259K	0.01%	620

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