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Sowell Financial Services’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Sowell Financial Services’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 		$6.09M Buy
163,320
+2,973
+2% +$112K 0.2% 112
2026
Q1 		$5.7M Buy
160,347
+1,993
+1% +$72.4K 0.21% 102
2025
Q4 		$5.46M Buy
158,354
+10,799
+7% +$360K 0.2% 109
2025
Q3 		$4.84M Buy
147,555
+5,852
+4% +$187K 0.19% 110
2025
Q2 		$4.41M Buy
141,703
+4,448
+3% +$130K 0.18% 119
2025
Q1 		$3.81M Sell
137,255
-2,619
-2% -$71.5K 0.17% 122
2024
Q4 		$3.62M Buy
139,874
+1,894
+1% +$50.8K 0.19% 122
2024
Q3 		$3.88M Buy
137,980
+16,898
+14% +$458K 0.18% 132
2024
Q2 		$3.18M Buy
121,082
+368
+0.3% +$9.81K 0.15% 150
2024
Q1 		$3.23M Buy
120,714
+3,939
+3% +$101K 0.15% 151
2023
Q4 		$2.98M Buy
116,775
+4,736
+4% +$113K 0.16% 146
2023
Q3 		$2.62M Buy
112,039
+3,753
+3% +$91.1K 0.16% 146
2023
Q2 		$2.63M Sell
108,286
-1,219
-1% -$29.6K 0.15% 166
2023
Q1 		$2.63M Buy
109,505
+5,170
+5% +$123K 0.2% 116
2022
Q4 		$2.33M Buy
104,335
+64,737
+163% +$1.38M 0.15% 161
2022
Q3 		$759K Buy
+39,598
New +$850K 0.08% 262

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 22.96% 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 $7.08B AUM 17.38% 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

Sowell Financial Services's DFIC Position: Q2 2026 in Review

Sowell Financial Services increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.9% in Q2 2026, buying an estimated $112K and bringing the position to 163,320 shares worth $6.09M. The position accounts for 0.2% of the portfolio, ranked #112.

Sowell Financial Services first reported a position in DFIC in Q3 2022 and has held it in 16 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Sowell Financial Services held 163,320 shares of Dimensional International Core Equity 2 ETF worth $6.09M as of Q2 2026.
  • Sowell Financial Services bought 2,973 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $112K.
  • Dimensional International Core Equity 2 ETF made up 0.2% of Sowell Financial Services's portfolio in Q2 2026, its #112 holding.
  • Sowell Financial Services first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.