MFG
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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 $104B AUM 28.3% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Monumental Financial Group's DFIC Position: Q3 2022 in Review

Monumental Financial Group sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2022, closing a stake of 50,963 shares — an estimated $1.1M sold.

Monumental Financial Group first reported a position in DFIC in Q2 2022 and held it in 1 quarter. The position peaked at $1.1M in Q2 2022. 99 funds tracked by Wall St. Rank hold DFIC as of Q3 2022.

  • Monumental Financial Group reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Monumental Financial Group sold 50,963 Dimensional International Core Equity 2 ETF shares in Q3 2022, an estimated $1.1M.
  • Monumental Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • Monumental Financial Group's Dimensional International Core Equity 2 ETF position peaked at $1.1M in Q2 2022.
  • 99 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2022.

Based on Monumental Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.