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

Perfromance Wealth Partners’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
Q1 		– Sell
-12,258
Closed -$313K – 171
2023
Q4 		$313K Hold
12,258
– – 0.01% 131
2023
Q3 		$286K Hold
12,258
– – 0.01% 139
2023
Q2 		$295K Buy
+12,258
New +$298K 0.01% 144

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 $7.07B AUM 18.05% 1-Year Est. Return
EK
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Pathstone Holdings
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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return

Perfromance Wealth Partners's DFIC Position: Q1 2024 in Review

Perfromance Wealth Partners sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2024, closing a stake of 12,258 shares — an estimated $313K sold.

Perfromance Wealth Partners first reported a position in DFIC in Q2 2023 and held it in 3 quarters. The position peaked at $313K in Q4 2023. 317 funds tracked by Wall St. Rank hold DFIC as of Q1 2024.

  • Perfromance Wealth Partners reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 12,258 Dimensional International Core Equity 2 ETF shares in Q1 2024, an estimated $313K.
  • Perfromance Wealth Partners first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and held it in 3 quarters.
  • Perfromance Wealth Partners's Dimensional International Core Equity 2 ETF position peaked at $313K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2024.

Based on Perfromance Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.