Summit Wealth Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Summit Wealth Group’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	$449K	Sell	12,047 -1,808	-13%	-$67.8K	0.09%	85
2026 Q1	$492K	Buy	13,855 +71	+0.5%	+$2.58K	0.11%	76
2025 Q4	$475K	Sell	13,784 -98	-0.7%	-$3.27K	0.11%	72
2025 Q3	$455K	Sell	13,882 -170	-1%	-$5.42K	0.11%	70
2025 Q2	$437K	Sell	14,052 -817	-5%	-$23.9K	0.11%	68
2025 Q1	$413K	Buy	+14,869	New	+$406K	0.12%	65
2023 Q2	–	Sell	-67,045	Closed	-$3K	–	122
2023 Q1	$3K	Buy	+67,045	New	+$1.59M	0.07%	66

Other funds holding DFIC

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

Summit Wealth Group's DFIC Position: Q2 2026 in Review

Summit Wealth Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 13% in Q2 2026, selling an estimated $67.8K and leaving 12,047 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #85.

Summit Wealth Group first reported a position in DFIC in Q1 2023 and has held it in 7 quarters since. The position peaked at $492K in Q1 2026. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Summit Wealth Group held 12,047 shares of Dimensional International Core Equity 2 ETF worth $449K as of Q2 2026.
Summit Wealth Group sold 1,808 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $67.8K.
Dimensional International Core Equity 2 ETF made up 0.09% of Summit Wealth Group's portfolio in Q2 2026, its #85 holding.
Summit Wealth Group first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 7 quarters since.
Summit Wealth Group's Dimensional International Core Equity 2 ETF position peaked at $492K in Q1 2026.
637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.