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True Wealth Design’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

True Wealth Design’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 		$42.3M Buy
1,136,103
+73,774
+7% +$2.77M 10.07% 3
2026
Q1 		$37.7M Buy
1,062,329
+13,792
+1% +$501K 10.47% 3
2025
Q4 		$36.1M Sell
1,048,537
-24,497
-2% -$818K 10.59% 3
2025
Q3 		$35.2M Buy
1,073,034
+2,988
+0.3% +$95.3K 10.75% 3
2025
Q2 		$33.3M Sell
1,070,046
-103,114
-9% -$3.02M 11.72% 3
2025
Q1 		$32.6M Sell
1,173,160
-21,890
-2% -$598K 12.41% 3
2024
Q4 		$30.9M Buy
1,195,050
+11,556
+1% +$310K 11.98% 3
2024
Q3 		$33.3M Sell
1,183,494
-212,504
-15% -$5.76M 13.01% 3
2024
Q2 		$36.7M Buy
1,395,998
+20,880
+2% +$556K 9.07% 3
2024
Q1 		$36.8M Buy
1,375,118
+326,925
+31% +$8.39M 9.17% 3
2023
Q4 		$26.8M Buy
1,048,193
+104,156
+11% +$2.48M 7.54% 3
2023
Q3 		$22M Buy
944,037
+184,815
+24% +$4.49M 7.38% 4
2023
Q2 		$18.4M Buy
759,222
+114,044
+18% +$2.77M 6.74% 4
2023
Q1 		$15.5M Buy
645,178
+35,034
+6% +$833K 6.51% 3
2022
Q4 		$13.6M Buy
+610,144
New +$13M 6.31% 3

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

True Wealth Design's DFIC Position: Q2 2026 in Review

True Wealth Design increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.9% in Q2 2026, buying an estimated $2.77M and bringing the position to 1,136,103 shares worth $42.3M. The position accounts for 10.07% of the portfolio, ranked #3.

True Wealth Design first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • True Wealth Design held 1,136,103 shares of Dimensional International Core Equity 2 ETF worth $42.3M as of Q2 2026.
  • True Wealth Design bought 73,774 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $2.77M.
  • Dimensional International Core Equity 2 ETF made up 10.07% of True Wealth Design's portfolio in Q2 2026, its #3 holding.
  • True Wealth Design first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.