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

WCG 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
2025
Q1 		– Sell
-11,967
Closed -$309K – 297
2024
Q4 		$309K Buy
11,967
+2
+0% +$54 0.02% 285
2024
Q3 		$337K Buy
11,965
+1
+0% +$27 0.02% 297
2024
Q2 		$315K Buy
11,964
+1,063
+10% +$28.3K 0.02% 264
2024
Q1 		$292K Buy
+10,901
New +$280K 0.02% 245

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 22.9% 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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

WCG Wealth Advisors's DFIC Position: Q1 2025 in Review

WCG Wealth Advisors sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2025, closing a stake of 11,967 shares — an estimated $309K sold.

WCG Wealth Advisors first reported a position in DFIC in Q1 2024 and held it in 4 quarters. The position peaked at $337K in Q3 2024. 447 funds tracked by Wall St. Rank hold DFIC as of Q1 2025.

  • WCG Wealth Advisors reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,967 Dimensional International Core Equity 2 ETF shares in Q1 2025, an estimated $309K.
  • WCG Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q1 2024 and held it in 4 quarters.
  • WCG Wealth Advisors's Dimensional International Core Equity 2 ETF position peaked at $337K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.