Financial Synergies Wealth Advisors 13F: New $393K Stake in DFIC
The firm has opened a new stake in the Dimensional International Core Equity 2 ETF.
Reviewed by automated data checks against the source filing. How we make and check alerts
Financial Synergies Wealth Advisors opened a new position of 10,457 shares in Dimensional International Core Equity 2 ETF ($DFIC), according to a 13F filing with the SEC dated October 16, 2026. It reported 10,457 shares worth $393,288 at the end of the quarter.
Find the original: Financial Synergies Wealth Advisors 13F filings on SEC EDGAR
DFIC
Dimensional International Core Equity 2 ETF
Key Points
- Financial Synergies Wealth Advisors took a new position in the Dimensional International Core Equity 2 ETF (DFIC), acquiring 10,457 shares valued at approximately $393,288 on October 16, 2026.
- As of October 16, 2026, DFIC trades recently around $37.74, which is below its 50-day moving average and close to its 52-week low of $32.13.
- The ETF features a P/E ratio of 16.1 and a dividend yield of 2.53%, although no other institutions reported activity in this fund during the same period.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Dimensional International Core Equity 2 ETF alert may contain errors. Disclosures
Financial Synergies Wealth Advisors has opened a new position in the Dimensional International Core Equity 2 ETF (DFIC), acquiring 10,457 shares valued at approximately $393,288 in a filing on October 16, 2026. This marks the firm's first stake in this ETF, which is designed to invest in a diverse range of equity securities of non-U.S. companies.
What Changed in Financial Synergies Wealth Advisors' Position
The fund now holds 10,457 shares of DFIC, representing a brand-new position for the firm. Since this is the first reported stake, there is no change percentage available.
Other Institutional Activity in DFIC
Financial Synergies Wealth Advisors appears to be the only firm that made a move in this ETF recently.
Dimensional International Core Equity 2 ETF Stock Up 0.3%
As of October 16, 2026, DFIC trades recently around $37.74. This price is below its 50-day moving average of about $38.58 and roughly 4.8% below its 52-week high of $39.63. It is important to note that the shares are currently above their 52-week low of $32.13 by about 17.5%. This indicates that while the ETF is not at its peak, it remains relatively strong compared to its lowest price over the past year.
About Dimensional International Core Equity 2 ETF
The Dimensional International Core Equity 2 ETF focuses on investing in a broad range of equity securities from non-U.S. companies, particularly in developed markets. This fund targets companies of various sizes, emphasizing smaller capitalization and those with lower prices relative to their profitability, which may align with current market trends.
Bottom Line
As of now, Financial Synergies Wealth Advisors has opened a new position in DFIC, reflecting their confidence in the ETF's strategy. Future filings could provide insights into any changes in their stance or additional activities from other investors. Investors should also be on the lookout for updates on dividend payments and any potential earnings impact as the market evolves. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Financial Synergies Wealth Advisors's 13F filing on $DFIC (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Financial Synergies Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts