Monumental Financial Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Monumental Financial Group’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 Q3	–	Sell	-50,963	Closed	-$1.1M	–	34
2022 Q2	$1.1M	Buy	+50,963	New	+$1.19M	1.01%	21

Other funds holding DFIC

HighTower Advisors

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

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return