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

Simplicity Wealth’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	$2.88M	Buy	81,130 +2,649	+3%	+$96.3K	0.16%	135
2025 Q4	$2.7M	Buy	78,481 +1,859	+2%	+$62.1K	0.16%	141
2025 Q3	$2.51M	Sell	76,622 -117,806	-61%	-$3.76M	0.15%	152
2025 Q2	$6.04M	Buy	194,428 +86,233	+80%	+$2.53M	0.25%	90
2025 Q1	$3M	Buy	+108,195	New	+$2.95M	0.23%	102
2024 Q4	–	Sell	-127,244	Closed	-$3.58M	–	383
2024 Q3	$3.58M	Sell	127,244 -370,247	-74%	-$10M	0.33%	68
2024 Q2	$13.1M	Buy	+497,491	New	+$13.3M	0.3%	67
2023 Q4	–	Sell	-11,890	Closed	-$278K	–	183
2023 Q3	$278K	Buy	+11,890	New	+$289K	0.16%	71

Other funds holding DFIC

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

FFM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

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

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

SFS

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

Simplicity Wealth's DFIC Position: Q1 2026 in Review

Simplicity Wealth increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.4% in Q1 2026, buying an estimated $96.3K and bringing the position to 81,130 shares worth $2.88M. The position accounts for 0.16% of the portfolio, ranked #135.

Simplicity Wealth first reported a position in DFIC in Q3 2023 and has held it in 8 quarters since. The position peaked at $13.1M in Q2 2024. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Simplicity Wealth held 81,130 shares of Dimensional International Core Equity 2 ETF worth $2.88M as of Q1 2026.
Simplicity Wealth bought 2,649 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $96.3K.
Dimensional International Core Equity 2 ETF made up 0.16% of Simplicity Wealth's portfolio in Q1 2026, its #135 holding.
Simplicity Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q3 2023 and has held it in 8 quarters since.
Simplicity Wealth's Dimensional International Core Equity 2 ETF position peaked at $13.1M in Q2 2024.
607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.