KMWM
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Keudell/Morrison Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Keudell/Morrison Wealth Management’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
Q4 		– Sell
-615,671
Closed -$11.8M – 190
2022
Q3 		$11.8M Sell
615,671
-56,139
-8% -$1.2M 4.41% 5
2022
Q2 		$14.5M Buy
+671,810
New +$15.6M 5.25% 4

Other funds holding DFIC

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Keudell/Morrison Wealth Management's DFIC Position: Q4 2022 in Review

Keudell/Morrison Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2022, closing a stake of 615,671 shares — an estimated $11.8M sold.

Keudell/Morrison Wealth Management first reported a position in DFIC in Q2 2022 and held it in 2 quarters. The position peaked at $14.5M in Q2 2022. 179 funds tracked by Wall St. Rank hold DFIC as of Q4 2022.

  • Keudell/Morrison Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 615,671 Dimensional International Core Equity 2 ETF shares in Q4 2022, an estimated $11.8M.
  • Keudell/Morrison Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $14.5M in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.