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Vestia Personal Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Vestia Personal Wealth Advisors’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 		$18.2M Buy
574,815
+87,268
+18% +$3.17M 8.55% 3
2025
Q4 		$17.4M Buy
487,547
+49,821
+11% +$1.66M 8.86% 3
2025
Q3 		$14.4M Buy
437,726
+47,689
+12% +$1.52M 8.32% 3
2025
Q2 		$12.1M Sell
390,037
-44,111
-10% -$1.29M 8.31% 3
2025
Q1 		$12.1M Buy
434,148
+24,575
+6% +$671K 9.54% 1
2024
Q4 		$10.6M Buy
409,573
+85,616
+26% +$2.3M 8.71% 2
2024
Q3 		$9.11M Buy
323,957
+26,852
+9% +$727K 8.59% 3
2024
Q2 		$7.81M Buy
+297,105
New +$7.92M 8.33% 3

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

Vestia Personal Wealth Advisors's DFIC Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 18% in Q1 2026, buying an estimated $3.17M and bringing the position to 574,815 shares worth $18.2M. The position accounts for 8.55% of the portfolio, ranked #3.

Vestia Personal Wealth Advisors first reported a position in DFIC in Q2 2024 and has held it in 8 quarters since. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Vestia Personal Wealth Advisors held 574,815 shares of Dimensional International Core Equity 2 ETF worth $18.2M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 87,268 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $3.17M.
  • Dimensional International Core Equity 2 ETF made up 8.55% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • 608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.