DI
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Disciplined Investments’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-149
Closed -$3.61K – 475
2023
Q2 		$3.61K Buy
+149
New +$3.62K ﹤0.01% 478

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Disciplined Investments's DFIC Position: Q3 2023 in Review

Disciplined Investments sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2023, closing a stake of 149 shares — an estimated $3.61K sold.

Disciplined Investments first reported a position in DFIC in Q2 2023 and held it in 1 quarter. The position peaked at $3.61K in Q2 2023. 245 funds tracked by Wall St. Rank hold DFIC as of Q3 2023.

  • Disciplined Investments reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 149 Dimensional International Core Equity 2 ETF shares in Q3 2023, an estimated $3.61K.
  • Disciplined Investments first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's Dimensional International Core Equity 2 ETF position peaked at $3.61K in Q2 2023.
  • 245 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.