KLCM
DFIC icon

KG&L Capital Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

KG&L Capital 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
2024
Q3 		– Sell
-56,107
Closed -$1.48M – 194
2024
Q2 		$1.48M Buy
+56,107
New +$1.5M 0.51% 44

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
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

KG&L Capital Management's DFIC Position: Q3 2024 in Review

KG&L Capital Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2024, closing a stake of 56,107 shares — an estimated $1.48M sold.

KG&L Capital Management first reported a position in DFIC in Q2 2024 and held it in 1 quarter. The position peaked at $1.48M in Q2 2024. 348 funds tracked by Wall St. Rank hold DFIC as of Q3 2024.

  • KG&L Capital Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • KG&L Capital Management sold 56,107 Dimensional International Core Equity 2 ETF shares in Q3 2024, an estimated $1.48M.
  • KG&L Capital Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2024 and held it in 1 quarter.
  • KG&L Capital Management's Dimensional International Core Equity 2 ETF position peaked at $1.48M in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2024.

Based on KG&L Capital Management's 13F filing for Q3 2024, filed 29 Oct 2024.