UWPG
DFIC icon

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

Ullmann Wealth Partners 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
Q1 		$38.4M Sell
1,080,106
-76,917
-7% -$2.8M 3.98% 6
2025
Q4 		$38.1M Sell
1,157,023
-124,447
-10% -$4.15M 3.97% 4
2025
Q3 		$42M Buy
1,281,470
+35,322
+3% +$1.13M 4.59% 4
2025
Q2 		$38.7M Sell
1,246,148
-30,433
-2% -$891K 4.58% 4
2025
Q1 		$35.5M Buy
1,276,581
+33,824
+3% +$924K 4.71% 6
2024
Q4 		$32.1M Buy
1,242,757
+18,975
+2% +$509K 4.14% 7
2024
Q3 		$34.4M Buy
1,223,782
+26,107
+2% +$707K 4.45% 7
2024
Q2 		$31.5M Buy
1,197,675
+62,876
+6% +$1.68M 4.49% 7
2024
Q1 		$30.4M Buy
1,134,799
+39,296
+4% +$1.01M 4.51% 7
2023
Q4 		$28M Buy
1,095,503
+105,666
+11% +$2.51M 4.57% 7
2023
Q3 		$23.1M Buy
989,837
+558,075
+129% +$13.5M 4.32% 7
2023
Q2 		$10.5M Buy
431,762
+408,090
+1,724% +$9.92M 2.1% 15
2023
Q1 		$570K Buy
+23,672
New +$563K 0.13% 48

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
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 $1.42B AUM 21.31% 1-Year Est. Return

Ullmann Wealth Partners Group's DFIC Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.6% in Q1 2026, selling an estimated $2.8M and leaving 1,080,106 shares worth $38.4M. The position accounts for 3.98% of the portfolio, ranked #6.

Ullmann Wealth Partners Group first reported a position in DFIC in Q1 2023 and has held it in 13 quarters since. The position peaked at $42M in Q3 2025. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Ullmann Wealth Partners Group held 1,080,106 shares of Dimensional International Core Equity 2 ETF worth $38.4M as of Q1 2026.
  • Ullmann Wealth Partners Group sold 76,917 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $2.8M.
  • Dimensional International Core Equity 2 ETF made up 3.98% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #6 holding.
  • Ullmann Wealth Partners Group first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
  • Ullmann Wealth Partners Group's Dimensional International Core Equity 2 ETF position peaked at $42M in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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