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Michael A Dubis Financial Planning’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$3.58M Buy
128,930
+6,435
+5% +$176K 3.48% 6
2024
Q4 		$3.17M Buy
+122,495
New +$3.29M 3.06% 6

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Michael A Dubis Financial Planning's DFIC Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.3% in Q1 2025, buying an estimated $176K and bringing the position to 128,930 shares worth $3.58M. The position accounts for 3.48% of the portfolio, ranked #6.

Michael A Dubis Financial Planning first reported a position in DFIC in Q4 2024 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold DFIC as of Q1 2025.

  • Michael A Dubis Financial Planning held 128,930 shares of Dimensional International Core Equity 2 ETF worth $3.58M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 6,435 Dimensional International Core Equity 2 ETF shares in Q1 2025, an estimated $176K.
  • Dimensional International Core Equity 2 ETF made up 3.48% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #6 holding.
  • Michael A Dubis Financial Planning first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.