Peninsula Wealth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Peninsula Wealth’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	$1.56M	Buy	60,485 +424	+0.7%	+$11.4K	0.27%	37
2024 Q3	$1.65M	Sell	60,061 -4,017	-6%	-$109K	0.29%	35
2024 Q2	$1.75M	Sell	64,078 -3,953	-6%	-$105K	0.33%	32
2024 Q1	$1.82M	Sell	68,031 -2,581	-4%	-$66.2K	0.36%	29
2023 Q4	$1.8M	Sell	70,612 -848	-1%	-$20.2K	0.37%	28
2023 Q3	$1.6M	Sell	71,460 -6,113	-8%	-$148K	0.38%	25
2023 Q2	$1.88M	Buy	77,573 +1,646	+2%	+$40K	0.49%	24
2023 Q1	$1.83M	Buy	75,927 +3,323	+5%	+$79K	0.53%	24
2022 Q4	$1.62M	Buy	72,604 +32,781	+82%	+$701K	0.51%	24
2022 Q3	$763K	Buy	39,823 +13,977	+54%	+$300K	0.27%	33
2022 Q2	$556K	Buy	+25,846	New	+$602K	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

SFS

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

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

Peninsula Wealth's DFIC Position: Q4 2024 in Review

Peninsula Wealth increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.71% in Q4 2024, buying an estimated $11.4K and bringing the position to 60,485 shares worth $1.56M. The position accounts for 0.27% of the portfolio, ranked #37.

Peninsula Wealth first reported a position in DFIC in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2023. 422 funds tracked by Wall St. Rank hold DFIC as of Q4 2024.

Peninsula Wealth held 60,485 shares of Dimensional International Core Equity 2 ETF worth $1.56M as of Q4 2024.
Peninsula Wealth bought 424 Dimensional International Core Equity 2 ETF shares in Q4 2024, an estimated $11.4K.
Dimensional International Core Equity 2 ETF made up 0.27% of Peninsula Wealth's portfolio in Q4 2024, its #37 holding.
Peninsula Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 11 quarters since.
Peninsula Wealth's Dimensional International Core Equity 2 ETF position peaked at $1.88M in Q2 2023.
422 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.