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Black Point Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Black Point 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
2025
Q1 		– Sell
-15,222
Closed -$393K – 21
2024
Q4 		$393K Buy
15,222
+4,698
+45% +$126K 0.46% 29
2024
Q3 		$296K Buy
10,524
+46
+0.4% +$1.25K 0.34% 35
2024
Q2 		$275K Buy
+10,478
New +$279K 0.29% 37

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Black Point Wealth Management's DFIC Position: Q1 2025 in Review

Black Point Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2025, closing a stake of 15,222 shares — an estimated $393K sold.

Black Point Wealth Management first reported a position in DFIC in Q2 2024 and held it in 3 quarters. The position peaked at $393K in Q4 2024. 445 funds tracked by Wall St. Rank hold DFIC as of Q1 2025.

  • Black Point Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 15,222 Dimensional International Core Equity 2 ETF shares in Q1 2025, an estimated $393K.
  • Black Point Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $393K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.