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Novak & Powell Financial Services’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Novak & Powell Financial Services’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
Q4 		– Sell
-8,380
Closed -$254K – 153
2024
Q3 		$254K Buy
+8,380
New +$227K 0.15% 128

Other funds holding DFIC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Novak & Powell Financial Services's DFIC Position: Q4 2024 in Review

Novak & Powell Financial Services sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2024, closing a stake of 8,380 shares — an estimated $254K sold.

Novak & Powell Financial Services first reported a position in DFIC in Q3 2024 and held it in 1 quarter. The position peaked at $254K in Q3 2024. 423 funds tracked by Wall St. Rank hold DFIC as of Q4 2024.

  • Novak & Powell Financial Services reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 8,380 Dimensional International Core Equity 2 ETF shares in Q4 2024, an estimated $254K.
  • Novak & Powell Financial Services first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and held it in 1 quarter.
  • Novak & Powell Financial Services's Dimensional International Core Equity 2 ETF position peaked at $254K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2024.

Based on Novak & Powell Financial Services's 13F filing for Q4 2024, filed 18 Feb 2025.