AWM
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Align Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Align 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
2022
Q4 		$5.4M Buy
+282,041
New +$6.03M 4.57% 6

Other funds holding DFIC

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Align Wealth Management's DFIC Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q4 2022: 282,041 shares worth $5.4M. The stake represents 4.57% of the portfolio and ranks #6 among its holdings.

180 funds tracked by Wall St. Rank hold DFIC as of Q4 2022.

  • Align Wealth Management held 282,041 shares of Dimensional International Core Equity 2 ETF worth $5.4M as of Q4 2022.
  • Dimensional International Core Equity 2 ETF was a new Align Wealth Management position in Q4 2022.
  • Dimensional International Core Equity 2 ETF made up 4.57% of Align Wealth Management's portfolio in Q4 2022, its #6 holding.
  • 180 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.