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Intelligent Financial Strategies’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Intelligent Financial Strategies’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
2022
Q3 		– Sell
-3,000
Closed -$65K – 94
2022
Q2 		$65K Buy
+3,000
New +$69.9K 0.07% 54

Other funds holding DFIC

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Intelligent Financial Strategies's DFIC Position: Q3 2022 in Review

Intelligent Financial Strategies sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2022, closing a stake of 3,000 shares — an estimated $65K sold.

Intelligent Financial Strategies first reported a position in DFIC in Q2 2022 and held it in 1 quarter. The position peaked at $65K in Q2 2022. 98 funds tracked by Wall St. Rank hold DFIC as of Q3 2022.

  • Intelligent Financial Strategies reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 3,000 Dimensional International Core Equity 2 ETF shares in Q3 2022, an estimated $65K.
  • Intelligent Financial Strategies first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • Intelligent Financial Strategies's Dimensional International Core Equity 2 ETF position peaked at $65K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2022.

Based on Intelligent Financial Strategies's 13F filing for Q3 2022, filed 10 Nov 2022.