FA
DFIC icon

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

Fortis 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
2023
Q2 		– Sell
-2,618
Closed -$63K – 129
2023
Q1 		$63K Buy
2,618
+6
+0.2% +$143 0.04% 150
2022
Q4 		$58.4K Buy
2,612
+14
+0.5% +$299 0.04% 150
2022
Q3 		$50K Buy
+2,598
New +$55.8K 0.04% 159

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

Fortis Advisors's DFIC Position: Q2 2023 in Review

Fortis Advisors sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q2 2023, closing a stake of 2,618 shares — an estimated $63K sold.

Fortis Advisors first reported a position in DFIC in Q3 2022 and held it in 3 quarters. The position peaked at $63K in Q1 2023. 224 funds tracked by Wall St. Rank hold DFIC as of Q2 2023.

  • Fortis Advisors reported no remaining Dimensional International Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 2,618 Dimensional International Core Equity 2 ETF shares in Q2 2023, an estimated $63K.
  • Fortis Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and held it in 3 quarters.
  • Fortis Advisors's Dimensional International Core Equity 2 ETF position peaked at $63K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.