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

SHP 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 		– Sell
-451
Closed -$16K – 2010
2026
Q1 		$16K Buy
+451
New +$16.4K ﹤0.01% 782

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

SHP Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q2 2026, closing a stake of 451 shares — an estimated $16K sold.

SHP Wealth Management first reported a position in DFIC in Q1 2026 and held it in 1 quarter. The position peaked at $16K in Q1 2026. 639 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • SHP Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 451 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $16K.
  • SHP Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $16K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.