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

Waypoint Wealth Partners’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
2025
Q2 		$12.1M Sell
388,615
-24,863
-6% -$728K 2.94% 5
2025
Q1 		$11.5M Sell
413,478
-5,996
-1% -$164K 3.17% 5
2024
Q4 		$10.8M Buy
419,474
+8,583
+2% +$230K 2.96% 5
2024
Q3 		$11.6M Buy
410,891
+20,681
+5% +$560K 3.07% 5
2024
Q2 		$10.3M Sell
390,210
-50,763
-12% -$1.35M 3% 6
2024
Q1 		$11.8M Buy
440,973
+19,010
+5% +$488K 3.36% 7
2023
Q4 		$10.8M Buy
421,963
+110,155
+35% +$2.62M 3.34% 6
2023
Q3 		$7.28M Sell
311,808
-7,199
-2% -$175K 2.53% 7
2023
Q2 		$7.74M Sell
319,007
-8,878
-3% -$216K 2.65% 7
2023
Q1 		$7.89M Sell
327,885
-6,800
-2% -$162K 2.81% 7
2022
Q4 		$7.48M Buy
334,685
+98,341
+42% +$2.1M 2.94% 6
2022
Q3 		$4.53M Sell
236,344
-258,826
-52% -$5.55M 1.91% 8
2022
Q2 		$10.7M Buy
+495,170
New +$11.5M 4.09% 7

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Waypoint Wealth Partners's DFIC Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 6% in Q2 2025, selling an estimated $728K and leaving 388,615 shares worth $12.1M. The position accounts for 2.94% of the portfolio, ranked #5.

Waypoint Wealth Partners first reported a position in DFIC in Q2 2022 and has held it in 13 quarters since. 484 funds tracked by Wall St. Rank hold DFIC as of Q2 2025.

  • Waypoint Wealth Partners held 388,615 shares of Dimensional International Core Equity 2 ETF worth $12.1M as of Q2 2025.
  • Waypoint Wealth Partners sold 24,863 Dimensional International Core Equity 2 ETF shares in Q2 2025, an estimated $728K.
  • Dimensional International Core Equity 2 ETF made up 2.94% of Waypoint Wealth Partners's portfolio in Q2 2025, its #5 holding.
  • Waypoint Wealth Partners first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 13 quarters since.
  • 484 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.