CWM
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CarsonAllaria Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

CarsonAllaria 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
2022
Q4 		– Sell
-13,294
Closed -$255K – 348
2022
Q3 		$255K Buy
+13,294
New +$285K 0.24% 50

Other funds holding DFIC

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
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
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

CarsonAllaria Wealth Management's DFIC Position: Q4 2022 in Review

CarsonAllaria Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2022, closing a stake of 13,294 shares — an estimated $255K sold.

CarsonAllaria Wealth Management first reported a position in DFIC in Q3 2022 and held it in 1 quarter. The position peaked at $255K in Q3 2022. 179 funds tracked by Wall St. Rank hold DFIC as of Q4 2022.

  • CarsonAllaria Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 13,294 Dimensional International Core Equity 2 ETF shares in Q4 2022, an estimated $255K.
  • CarsonAllaria Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $255K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.