Onyx Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Onyx Financial Advisors’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
2023 Q4	–	Sell	-9,533	Closed	-$223K	–	14
2023 Q3	$223K	Sell	9,533 -670	-7%	-$16.3K	0.19%	10
2023 Q2	$248K	Hold	10,203	–	–	0.21%	11
2023 Q1	$246K	Hold	10,203	–	–	0.23%	10
2022 Q4	$228K	Buy	+10,203	New	+$218K	0.23%	10

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

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

MFC

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

Onyx Financial Advisors's DFIC Position: Q4 2023 in Review

Onyx Financial Advisors sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2023, closing a stake of 9,533 shares — an estimated $223K sold.

Onyx Financial Advisors first reported a position in DFIC in Q4 2022 and held it in 4 quarters. The position peaked at $248K in Q2 2023. 307 funds tracked by Wall St. Rank hold DFIC as of Q4 2023.

Onyx Financial Advisors reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
Onyx Financial Advisors sold 9,533 Dimensional International Core Equity 2 ETF shares in Q4 2023, an estimated $223K.
Onyx Financial Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and held it in 4 quarters.
Onyx Financial Advisors's Dimensional International Core Equity 2 ETF position peaked at $248K in Q2 2023.
307 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2023.

Based on Onyx Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.