PCI
DFIC icon

Planning Center Inc’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Planning Center Inc’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
Q1 		– Sell
-36,229
Closed -$810K – 68
2022
Q4 		$810K Buy
36,229
+25,750
+246% +$550K 0.25% 26
2022
Q3 		$201K Buy
+10,479
New +$225K 0.16% 42

Other funds holding DFIC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Planning Center Inc's DFIC Position: Q1 2023 in Review

Planning Center Inc sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2023, closing a stake of 36,229 shares — an estimated $810K sold.

Planning Center Inc first reported a position in DFIC in Q3 2022 and held it in 2 quarters. The position peaked at $810K in Q4 2022. 210 funds tracked by Wall St. Rank hold DFIC as of Q1 2023.

  • Planning Center Inc reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
  • Planning Center Inc sold 36,229 Dimensional International Core Equity 2 ETF shares in Q1 2023, an estimated $810K.
  • Planning Center Inc first reported a position in Dimensional International Core Equity 2 ETF in Q3 2022 and held it in 2 quarters.
  • Planning Center Inc's Dimensional International Core Equity 2 ETF position peaked at $810K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2023.

Based on Planning Center Inc's 13F filing for Q1 2023, filed 17 Apr 2023.