CFO
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Colony Family Offices’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Colony Family Offices’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
Q2 		– Sell
-4,400
Closed -$106K – 55
2023
Q1 		$106K Buy
+4,400
New +$105K 0.04% 84

Other funds holding DFIC

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Colony Family Offices's DFIC Position: Q2 2023 in Review

Colony Family Offices sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q2 2023, closing a stake of 4,400 shares — an estimated $106K sold.

Colony Family Offices first reported a position in DFIC in Q1 2023 and held it in 1 quarter. The position peaked at $106K in Q1 2023. 224 funds tracked by Wall St. Rank hold DFIC as of Q2 2023.

  • Colony Family Offices reported no remaining Dimensional International Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • Colony Family Offices sold 4,400 Dimensional International Core Equity 2 ETF shares in Q2 2023, an estimated $106K.
  • Colony Family Offices first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and held it in 1 quarter.
  • Colony Family Offices's Dimensional International Core Equity 2 ETF position peaked at $106K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.