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Summit Financial Strategies’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Summit Financial Strategies’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 		$148M Buy
3,967,115
+79,657
+2% +$2.99M 10.38% 1
2026
Q1 		$138M Buy
3,887,458
+12,501
+0.3% +$454K 10.88% 1
2025
Q4 		$134M Buy
3,874,957
+29,481
+0.8% +$984K 10.97% 1
2025
Q3 		$126M Buy
3,845,476
+2,635
+0.1% +$84.1K 10.81% 1
2025
Q2 		$119M Sell
3,842,841
-44,291
-1% -$1.3M 11.06% 1
2025
Q1 		$108M Buy
3,887,132
+80,682
+2% +$2.2M 10.89% 1
2024
Q4 		$98.4M Buy
3,806,450
+180,292
+5% +$4.84M 10.86% 1
2024
Q3 		$102M Buy
3,626,158
+95,925
+3% +$2.6M 11.49% 1
2024
Q2 		$92.8M Buy
3,530,233
+61,152
+2% +$1.63M 11.54% 1
2024
Q1 		$92.8M Buy
3,469,081
+55,498
+2% +$1.42M 12.94% 1
2023
Q4 		$87.1M Buy
3,413,583
+48,759
+1% +$1.16M 13.32% 1
2023
Q3 		$78.6M Buy
3,364,824
+59,637
+2% +$1.45M 14.97% 1
2023
Q2 		$80.2M Sell
3,305,187
-5,392
-0.2% -$131K 14.96% 1
2023
Q1 		$79.7M Buy
3,310,579
+71,057
+2% +$1.69M 15.7% 1
2022
Q4 		$72.4M Buy
3,239,522
+345,776
+12% +$7.39M 15.59% 1
2022
Q3 		$55.4M Buy
2,893,746
+2,865,643
+10,197% +$61.5M 13.16% 2
2022
Q2 		$605K Buy
+28,103
New +$654K 0.14% 51

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Strategies's DFIC Position: Q2 2026 in Review

Summit Financial Strategies increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2% in Q2 2026, buying an estimated $2.99M and bringing the position to 3,967,115 shares worth $148M. The position accounts for 10.38% of the portfolio, ranked #1.

Summit Financial Strategies 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.

  • Summit Financial Strategies held 3,967,115 shares of Dimensional International Core Equity 2 ETF worth $148M as of Q2 2026.
  • Summit Financial Strategies bought 79,657 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.99M.
  • Dimensional International Core Equity 2 ETF made up 10.38% of Summit Financial Strategies's portfolio in Q2 2026, its #1 holding.
  • Summit Financial Strategies 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 Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.