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

Wingate 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
Q2 		$465K Buy
12,476
+152
+1% +$5.7K 0.2% 78
2026
Q1 		$438K Buy
12,324
+25
+0.2% +$909 0.23% 74
2025
Q4 		$424K Buy
12,299
+86
+0.7% +$2.87K 0.24% 75
2025
Q3 		$400K Buy
12,213
+50
+0.4% +$1.59K 0.28% 72
2025
Q2 		$378K Buy
12,163
+164
+1% +$4.8K 0.34% 69
2025
Q1 		$333K Buy
11,999
+36
+0.3% +$983 0.38% 71
2024
Q4 		$309K Buy
+11,963
New +$321K 0.3% 74

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

Wingate Wealth Advisors's DFIC Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.2% in Q2 2026, buying an estimated $5.7K and bringing the position to 12,476 shares worth $465K. The position accounts for 0.2% of the portfolio, ranked #78.

Wingate Wealth Advisors first reported a position in DFIC in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Wingate Wealth Advisors held 12,476 shares of Dimensional International Core Equity 2 ETF worth $465K as of Q2 2026.
  • Wingate Wealth Advisors bought 152 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $5.7K.
  • Dimensional International Core Equity 2 ETF made up 0.2% of Wingate Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Wingate Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.