LifeGuide Financial Advisors, LLC DFIC holdings history
DIMENSIONAL INTERNATIONAL CO · CUSIP 25434V799 · CIK 1908585
As of 2026-06-30, LifeGuide Financial Advisors, LLC reported 497.49K DFIC (shares), valued at $18.54M, or 5.28% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 4.32%; reported value increased 9.39%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.28% | 497,486 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 5.42% | 476,904 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 5.13% | 444,307 | SEC filing ↗Filed Jan 5, 2026 |
| Q3 2025 | 4.86% | 424,558 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 4.85% | 422,947 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 4.63% | 408,592 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 4.13% | 372,355 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 4.20% | 350,065 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 4.08% | 319,154 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 4.13% | 306,593 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 3.95% | 293,032 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 3.79% | 277,664 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.79% | 277,664 | $6.48M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 3.95% | 293,032 | $7.48M | Shares increased 5.53%; reported value increased 15.39%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 4.13% | 306,593 | $8.20M | Shares increased 4.63%; reported value increased 9.63%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 4.08% | 319,154 | $8.39M | Shares increased 4.10%; reported value increased 2.31%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 4.20% | 350,065 | $9.85M | Shares increased 9.69%; reported value increased 17.40%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 4.13% | 372,355 | $9.62M | Shares increased 6.37%; reported value decreased 2.31%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 4.63% | 408,592 | $11.35M | Shares increased 9.73%; reported value increased 17.90%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 4.85% | 422,947 | $13.15M | Shares increased 3.51%; reported value increased 15.89%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 4.86% | 424,558 | $13.19M | Shares increased 0.38%; reported value increased 0.28%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 5.13% | 444,307 | $15.46M | Shares increased 4.65%; reported value increased 17.25%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 5, 2026 |
| Q1 2026 | 5.42% | 476,904 | $16.94M | Shares increased 7.34%; reported value increased 9.59%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 5.28% | 497,486 | $18.54M | Shares increased 4.32%; reported value increased 9.39%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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