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Bogart Wealth LLC’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Bogart Wealth LLC’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
Q3 		– Sell
-230
Closed -$7.15K – 1552
2025
Q2 		$7.15K Buy
+230
New +$6.74K ﹤0.01% 862

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Bogart Wealth LLC's DFIC Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2025, closing a stake of 230 shares — an estimated $7.15K sold.

Bogart Wealth LLC first reported a position in DFIC in Q2 2025 and held it in 1 quarter. The position peaked at $7.15K in Q2 2025. 486 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

  • Bogart Wealth LLC reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 230 Dimensional International Core Equity 2 ETF shares in Q3 2025, an estimated $7.15K.
  • Bogart Wealth LLC first reported a position in Dimensional International Core Equity 2 ETF in Q2 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Dimensional International Core Equity 2 ETF position peaked at $7.15K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.