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Capital Performance Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1,279
Closed -$36K – 828
2024
Q3 		$36K Buy
+1,279
New +$34.6K 0.01% 438

Other funds holding DFIC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Capital Performance Advisors's DFIC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2024, closing a stake of 1,279 shares — an estimated $36K sold.

Capital Performance Advisors first reported a position in DFIC in Q3 2024 and held it in 1 quarter. The position peaked at $36K in Q3 2024. 424 funds tracked by Wall St. Rank hold DFIC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,279 Dimensional International Core Equity 2 ETF shares in Q4 2024, an estimated $36K.
  • Capital Performance Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Dimensional International Core Equity 2 ETF position peaked at $36K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.