UWM
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United Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

United Wealth Management’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 		$36.8M Buy
986,763
+7,205
+0.7% +$270K 8.27% 2
2026
Q1 		$34.8M Buy
979,558
+15,401
+2% +$560K 8.65% 2
2025
Q4 		$33.2M Buy
964,157
+8,854
+0.9% +$296K 8.59% 2
2025
Q3 		$31.3M Buy
955,303
+4,514
+0.5% +$144K 8.52% 3
2025
Q2 		$29.6M Sell
950,789
-6,133
-0.6% -$180K 8.58% 3
2025
Q1 		$26.6M Buy
956,922
+93,429
+11% +$2.55M 8.32% 3
2024
Q4 		$22.3M Buy
+863,493
New +$23.2M 7.52% 3

Other funds holding DFIC

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

United Wealth Management's DFIC Position: Q2 2026 in Review

United Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.74% in Q2 2026, buying an estimated $270K and bringing the position to 986,763 shares worth $36.8M. The position accounts for 8.27% of the portfolio, ranked #2.

United Wealth Management first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. 433 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • United Wealth Management held 986,763 shares of Dimensional International Core Equity 2 ETF worth $36.8M as of Q2 2026.
  • United Wealth Management bought 7,205 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $270K.
  • Dimensional International Core Equity 2 ETF made up 8.27% of United Wealth Management's portfolio in Q2 2026, its #2 holding.
  • United Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 433 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.