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

Criterion Capital 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 		$19M Hold
721,262
– – 11.94% 1
2024
Q3 		$19M Hold
721,262
– – 11.94% 1
2024
Q2 		$19M Buy
721,262
+32,887
+5% +$876K 11.94% 1
2024
Q1 		$18.4M Buy
688,375
+48,645
+8% +$1.25M 12.27% 1
2023
Q4 		$16.3M Buy
+639,730
New +$15.2M 11.86% 1

Other funds holding DFIC

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
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
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
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
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Criterion Capital Advisors held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q4 2024 at 721,262 shares worth $19M. The position accounts for 11.94% of the portfolio, ranked #1.

Criterion Capital Advisors first reported a position in DFIC in Q4 2023 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold DFIC as of Q4 2024.

  • Criterion Capital Advisors held 721,262 shares of Dimensional International Core Equity 2 ETF worth $19M as of Q4 2024.
  • Criterion Capital Advisors left its Dimensional International Core Equity 2 ETF share count unchanged in Q4 2024.
  • Dimensional International Core Equity 2 ETF made up 11.94% of Criterion Capital Advisors's portfolio in Q4 2024, its #1 holding.
  • Criterion Capital Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 5 quarters since.
  • 422 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.