ML&R Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

ML&R 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
2024 Q1	–	Sell	-31,331	Closed	-$800K	–	73
2023 Q4	$800K	Sell	31,331 -646	-2%	-$15.4K	0.18%	33
2023 Q3	$747K	Buy	31,977 +3,165	+11%	+$76.8K	0.2%	29
2023 Q2	$699K	Sell	28,812 -7,295	-20%	-$177K	0.15%	52
2023 Q1	$869K	Buy	36,107 +8,025	+29%	+$191K	0.23%	31
2022 Q4	$628K	Buy	+28,082	New	+$600K	0.19%	33

Other funds holding DFIC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

MFC

Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return

ML&R Wealth Management's DFIC Position: Q1 2024 in Review

ML&R Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2024, closing a stake of 31,331 shares — an estimated $800K sold.

ML&R Wealth Management first reported a position in DFIC in Q4 2022 and held it in 5 quarters. The position peaked at $869K in Q1 2023. 317 funds tracked by Wall St. Rank hold DFIC as of Q1 2024.

ML&R Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
ML&R Wealth Management sold 31,331 Dimensional International Core Equity 2 ETF shares in Q1 2024, an estimated $800K.
ML&R Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and held it in 5 quarters.
ML&R Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $869K in Q1 2023.
317 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.