XY Planning Network’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

XY Planning Network’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 Q3	$23.9M	Buy	636,138 +88,253	+16%	+$3.39M	2.57%	5
2026 Q2	$20.4M	Buy	547,885 +45,626	+9%	+$1.71M	2.56%	5
2026 Q1	$18.1M	Buy	502,259 +23,595	+5%	+$858K	2.89%	4
2025 Q4	$16.5M	Buy	478,664 +298,129	+165%	+$10M	2.87%	4
2025 Q3	$5.61M	Hold	180,535	–	–	1.91%	10
2025 Q2	$5.61M	Buy	180,535 +24,309	+16%	+$712K	1.91%	10
2025 Q1	$4.34M	Buy	156,226 +37,568	+32%	+$1.03M	2.89%	8
2024 Q4	$3.07M	Buy	+118,658	New	+$3.18M	2.3%	10

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

XY Planning Network's DFIC Position: Q3 2026 in Review

XY Planning Network increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 16% in Q3 2026, buying an estimated $3.39M and bringing the position to 636,138 shares worth $23.9M. The position accounts for 2.57% of the portfolio, ranked #5.

XY Planning Network first reported a position in DFIC in Q4 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

XY Planning Network held 636,138 shares of Dimensional International Core Equity 2 ETF worth $23.9M as of Q3 2026.
XY Planning Network bought 88,253 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $3.39M.
Dimensional International Core Equity 2 ETF made up 2.57% of XY Planning Network's portfolio in Q3 2026, its #5 holding.
XY Planning Network first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
216 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.