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

HoyleCohen’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
Q2 		$647K Sell
24,619
-1,517
-6% -$40.4K 0.05% 170
2024
Q1 		$699K Sell
26,136
-348
-1% -$8.93K 0.05% 177
2023
Q4 		$676K Buy
+26,484
New +$630K 0.06% 173

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

HoyleCohen's DFIC Position: Q2 2024 in Review

HoyleCohen reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.8% in Q2 2024, selling an estimated $40.4K and leaving 24,619 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #170.

HoyleCohen first reported a position in DFIC in Q4 2023 and has held it in 3 quarters since. The position peaked at $699K in Q1 2024. 331 funds tracked by Wall St. Rank hold DFIC as of Q2 2024.

  • HoyleCohen held 24,619 shares of Dimensional International Core Equity 2 ETF worth $647K as of Q2 2024.
  • HoyleCohen sold 1,517 Dimensional International Core Equity 2 ETF shares in Q2 2024, an estimated $40.4K.
  • Dimensional International Core Equity 2 ETF made up 0.05% of HoyleCohen's portfolio in Q2 2024, its #170 holding.
  • HoyleCohen first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 3 quarters since.
  • HoyleCohen's Dimensional International Core Equity 2 ETF position peaked at $699K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.