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

Lion Street 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
2025
Q3 		– Sell
-11,533
Closed -$359K – 266
2025
Q2 		$359K Buy
11,533
+836
+8% +$24.5K 0.11% 195
2025
Q1 		$297K Sell
10,697
-1,489
-12% -$40.7K 0.09% 205
2024
Q4 		$315K Hold
12,186
– – 0.1% 193
2024
Q3 		$343K Buy
+12,186
New +$330K 0.12% 185

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Lion Street Advisors's DFIC Position: Q3 2025 in Review

Lion Street Advisors sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2025, closing a stake of 11,533 shares — an estimated $359K sold.

Lion Street Advisors first reported a position in DFIC in Q3 2024 and held it in 4 quarters. The position peaked at $359K in Q2 2025. 485 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

  • Lion Street Advisors reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 11,533 Dimensional International Core Equity 2 ETF shares in Q3 2025, an estimated $359K.
  • Lion Street Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and held it in 4 quarters.
  • Lion Street Advisors's Dimensional International Core Equity 2 ETF position peaked at $359K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.