WKWM
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Walter & Keenan Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Walter & Keenan 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 		$250K Buy
+6,717
New +$252K 0.06% 158

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

Walter & Keenan Wealth Management's DFIC Position: Q2 2026 in Review

Walter & Keenan Wealth Management opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q2 2026: 6,717 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings.

636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Walter & Keenan Wealth Management held 6,717 shares of Dimensional International Core Equity 2 ETF worth $250K as of Q2 2026.
  • Dimensional International Core Equity 2 ETF was a new Walter & Keenan Wealth Management position in Q2 2026.
  • Dimensional International Core Equity 2 ETF made up 0.06% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #158 holding.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.