Triad Wealth Partners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Triad Wealth Partners’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	$5.84M	Buy	164,300 +9,226	+6%	+$335K	0.46%	48
2025 Q4	$5.34M	Buy	155,074 +89,229	+136%	+$2.98M	0.51%	45
2025 Q3	$2.16M	Buy	65,845 +23,518	+56%	+$750K	0.28%	67
2025 Q2	$1.32M	Buy	42,327 +20,958	+98%	+$614K	0.27%	65
2025 Q1	$593K	Buy	21,369 +11,197	+110%	+$306K	0.18%	91
2024 Q4	$263K	Buy	+10,172	New	+$273K	0.09%	153

Other funds holding DFIC

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

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

Triad Wealth Partners's DFIC Position: Q1 2026 in Review

Triad Wealth Partners increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.9% in Q1 2026, buying an estimated $335K and bringing the position to 164,300 shares worth $5.84M. The position accounts for 0.46% of the portfolio, ranked #48.

Triad Wealth Partners first reported a position in DFIC in Q4 2024 and has held it in 6 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Triad Wealth Partners held 164,300 shares of Dimensional International Core Equity 2 ETF worth $5.84M as of Q1 2026.
Triad Wealth Partners bought 9,226 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $335K.
Dimensional International Core Equity 2 ETF made up 0.46% of Triad Wealth Partners's portfolio in Q1 2026, its #48 holding.
Triad Wealth Partners first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.