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

Straight Path 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 		$39.6M Buy
1,061,732
+18,225
+2% +$684K 9.25% 3
2026
Q1 		$37.1M Buy
1,043,507
+49,502
+5% +$1.8M 9.9% 3
2025
Q4 		$34.3M Buy
994,005
+44,403
+5% +$1.48M 9.24% 3
2025
Q3 		$31.1M Buy
949,602
+72,178
+8% +$2.3M 8.4% 3
2025
Q2 		$27.3M Buy
877,424
+60,104
+7% +$1.76M 9.26% 3
2025
Q1 		$22.7M Buy
817,320
+68,549
+9% +$1.87M 9.18% 3
2024
Q4 		$19.4M Buy
748,771
+58,908
+9% +$1.58M 7.65% 4
2024
Q3 		$19.4M Buy
689,863
+49,957
+8% +$1.35M 8.36% 4
2024
Q2 		$16.8M Buy
639,906
+70,667
+12% +$1.88M 8.64% 3
2024
Q1 		$15.2M Buy
569,239
+47,027
+9% +$1.21M 8.55% 3
2023
Q4 		$13.3M Buy
522,212
+79,855
+18% +$1.9M 7.82% 3
2023
Q3 		$10.3M Buy
442,357
+39,660
+10% +$963K 7% 3
2023
Q2 		$9.77M Buy
402,697
+34,571
+9% +$841K 6.71% 3
2023
Q1 		$8.86M Buy
368,126
+53,281
+17% +$1.27M 7.05% 3
2022
Q4 		$7.04M Buy
314,845
+200,911
+176% +$4.29M 6.74% 3
2022
Q3 		$2.18M Buy
113,934
+57,343
+101% +$1.23M 1.96% 13
2022
Q2 		$1.22M Buy
+56,591
New +$1.32M 1.19% 21

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

Straight Path Wealth Management's DFIC Position: Q2 2026 in Review

Straight Path Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.7% in Q2 2026, buying an estimated $684K and bringing the position to 1,061,732 shares worth $39.6M. The position accounts for 9.25% of the portfolio, ranked #3.

Straight Path Wealth Management first reported a position in DFIC in Q2 2022 and has held it in 17 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Straight Path Wealth Management held 1,061,732 shares of Dimensional International Core Equity 2 ETF worth $39.6M as of Q2 2026.
  • Straight Path Wealth Management bought 18,225 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $684K.
  • Dimensional International Core Equity 2 ETF made up 9.25% of Straight Path Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Straight Path Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.