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 Q3	$37.6M	Buy	999,317 +12,554	+1%	+$482K	9.95%	2
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

United Wealth Management's DFIC Position: Q3 2026 in Review

United Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.3% in Q3 2026, buying an estimated $482K and bringing the position to 999,317 shares worth $37.6M. The position accounts for 9.95% of the portfolio, ranked #2.

United Wealth Management first reported a position in DFIC in Q4 2024 and has held it in 8 quarters since. 470 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

United Wealth Management held 999,317 shares of Dimensional International Core Equity 2 ETF worth $37.6M as of Q3 2026.
United Wealth Management bought 12,554 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $482K.
Dimensional International Core Equity 2 ETF made up 9.95% of United Wealth Management's portfolio in Q3 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 8 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.