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

Aspire 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
2024
Q3 		$237K Hold
8,431
– – 0.13% 88
2024
Q2 		$222K Sell
8,431
-48
-0.6% -$1.28K 0.13% 90
2024
Q1 		$227K Buy
8,479
+115
+1% +$2.95K 0.14% 89
2023
Q4 		$214K Sell
8,364
-16
-0.2% -$381 0.15% 90
2023
Q3 		$196K Buy
8,380
+118
+1% +$2.87K 0.15% 89
2023
Q2 		$201K Buy
8,262
+1,190
+17% +$28.9K 0.15% 88
2023
Q1 		$170K Buy
7,072
+5,611
+384% +$133K 0.14% 91
2022
Q4 		$32.7K Buy
+1,461
New +$31.2K 0.03% 126

Other funds holding DFIC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Aspire Wealth Management's DFIC Position: Q3 2024 in Review

Aspire Wealth Management held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q3 2024 at 8,431 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #88.

Aspire Wealth Management first reported a position in DFIC in Q4 2022 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold DFIC as of Q3 2024.

  • Aspire Wealth Management held 8,431 shares of Dimensional International Core Equity 2 ETF worth $237K as of Q3 2024.
  • Aspire Wealth Management left its Dimensional International Core Equity 2 ETF share count unchanged in Q3 2024.
  • Dimensional International Core Equity 2 ETF made up 0.13% of Aspire Wealth Management's portfolio in Q3 2024, its #88 holding.
  • Aspire Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 8 quarters since.
  • 348 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.