Werba Rubin Papier Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Werba Rubin Papier 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 Q1	$1.35M	Sell	38,060 -2,354	-6%	-$85.6K	0.19%	65
2025 Q4	$1.39M	Buy	40,414 +33	+0.1%	+$1.1K	0.38%	48
2025 Q3	$1.32M	Sell	40,381 -1,372	-3%	-$43.8K	0.21%	62
2025 Q2	$1.3M	Buy	41,753 +6,138	+17%	+$180K	0.24%	61
2025 Q1	$989K	Buy	35,615 +11,883	+50%	+$325K	0.22%	69
2024 Q4	$613K	Sell	23,732 -73	-0.3%	-$1.96K	0.14%	87
2024 Q3	$670K	Buy	23,805 +4,639	+24%	+$126K	0.16%	81
2024 Q2	$504K	Sell	19,166 -227	-1%	-$6.05K	0.14%	85
2024 Q1	$519K	Buy	19,393 +2,031	+12%	+$52.1K	0.15%	75
2023 Q4	$443K	Sell	17,362 -542	-3%	-$12.9K	0.15%	60
2023 Q3	$418K	Sell	17,904 -1,955	-10%	-$47.5K	0.15%	63
2023 Q2	$482K	Buy	19,859 +1,453	+8%	+$35.3K	0.17%	59
2023 Q1	$443K	Buy	18,406 +454	+3%	+$10.8K	0.17%	58
2022 Q4	$401K	Buy	+17,952	New	+$384K	0.17%	60

Other funds holding DFIC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return