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Steward Partners Investment Advisory’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Steward Partners Investment Advisory’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 		$177K Buy
4,995
+275
+6% +$9.99K ﹤0.01% 2079
2025
Q4 		$163K Buy
4,720
+761
+19% +$25.4K ﹤0.01% 2020
2025
Q3 		$130K Buy
3,959
+2,840
+254% +$90.6K ﹤0.01% 2084
2025
Q2 		$34.8K Sell
1,119
-1,112
-50% -$32.6K ﹤0.01% 2658
2025
Q1 		$62K Hold
2,231
– – ﹤0.01% 2266
2024
Q4 		$57.7K Hold
2,231
– – ﹤0.01% 2265
2024
Q3 		$62.8K Hold
2,231
– – ﹤0.01% 2120
2024
Q2 		$58.7K Hold
2,231
– – ﹤0.01% 2027
2024
Q1 		$59.7K Hold
2,231
– – ﹤0.01% 2019
2023
Q4 		$57K Buy
+2,231
New +$53.1K ﹤0.01% 1925

Other funds holding DFIC

Mercer Global Advisors
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
EK
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
AC
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
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