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

Sterling Wealth 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
Q2 		$11M Sell
296,104
-220
-0.1% -$8.25K 6% 6
2026
Q1 		$11.2M Sell
296,324
-405
-0.1% -$14.7K 6.39% 6
2025
Q4 		$10.2M Sell
296,729
-29,422
-9% -$982K 6.17% 6
2025
Q3 		$10.7M Hold
326,151
– – 6.84% 5
2025
Q2 		$10.1M Buy
326,151
+325
+0.1% +$9.52K 7.17% 5
2025
Q1 		$9.05M Buy
325,826
+23,669
+8% +$646K 6.97% 5
2024
Q4 		$7.81M Buy
+302,157
New +$8.11M 6.13% 5

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

Sterling Wealth Advisors's DFIC Position: Q2 2026 in Review

Sterling Wealth Advisors reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.07% in Q2 2026, selling an estimated $8.25K and leaving 296,104 shares worth $11M. The position accounts for 6% of the portfolio, ranked #6.

Sterling Wealth Advisors first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.2M in Q1 2026. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Sterling Wealth Advisors held 296,104 shares of Dimensional International Core Equity 2 ETF worth $11M as of Q2 2026.
  • Sterling Wealth Advisors sold 220 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $8.25K.
  • Dimensional International Core Equity 2 ETF made up 6% of Sterling Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Sterling Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Sterling Wealth Advisors's Dimensional International Core Equity 2 ETF position peaked at $11.2M in Q1 2026.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.