Brainard Capital Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Brainard Capital 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
2023 Q1	$611K	Buy	25,382 +9,044	+55%	+$215K	0.47%	40
2022 Q4	$365K	Buy	+16,338	New	+$349K	0.31%	49

Other funds holding DFIC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Brainard Capital Management's DFIC Position: Q1 2023 in Review

Brainard Capital Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 55% in Q1 2023, buying an estimated $215K and bringing the position to 25,382 shares worth $611K. The position accounts for 0.47% of the portfolio, ranked #40.

Brainard Capital Management first reported a position in DFIC in Q4 2022 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold DFIC as of Q1 2023.

Brainard Capital Management held 25,382 shares of Dimensional International Core Equity 2 ETF worth $611K as of Q1 2023.
Brainard Capital Management bought 9,044 Dimensional International Core Equity 2 ETF shares in Q1 2023, an estimated $215K.
Dimensional International Core Equity 2 ETF made up 0.47% of Brainard Capital Management's portfolio in Q1 2023, its #40 holding.
Brainard Capital Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 2 quarters since.
210 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.