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SwitchPoint Financial Planning’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

SwitchPoint Financial Planning’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 		$28.5M Buy
765,837
+62,776
+9% +$2.35M 16.48% 2
2026
Q1 		$25M Buy
703,061
+27,100
+4% +$985K 16.94% 2
2025
Q4 		$23.3M Sell
675,961
-2,015
-0.3% -$67.3K 16.31% 2
2025
Q3 		$22.2M Buy
677,976
+36,311
+6% +$1.16M 16.1% 2
2025
Q2 		$19.9M Buy
641,665
+9,424
+1% +$276K 16.35% 2
2025
Q1 		$17.6M Buy
632,241
+6,879
+1% +$188K 16.65% 2
2024
Q4 		$16.2M Buy
+625,362
New +$16.8M 15.47% 2

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

SwitchPoint Financial Planning's DFIC Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 8.9% in Q2 2026, buying an estimated $2.35M and bringing the position to 765,837 shares worth $28.5M. The position accounts for 16.48% of the portfolio, ranked #2.

SwitchPoint Financial Planning first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • SwitchPoint Financial Planning held 765,837 shares of Dimensional International Core Equity 2 ETF worth $28.5M as of Q2 2026.
  • SwitchPoint Financial Planning bought 62,776 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.35M.
  • Dimensional International Core Equity 2 ETF made up 16.48% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #2 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.