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Raymond James Trust’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Raymond James Trust’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
Q3 		$313K Sell
11,116
-228
-2% -$6.18K 0.01% 1014
2024
Q2 		$298K Buy
11,344
+3,241
+40% +$86.4K 0.01% 983
2024
Q1 		$217K Buy
+8,103
New +$208K 0.01% 1152

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
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
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Raymond James Trust's DFIC Position: Q3 2024 in Review

Raymond James Trust reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 2% in Q3 2024, selling an estimated $6.18K and leaving 11,116 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1014.

Raymond James Trust first reported a position in DFIC in Q1 2024 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold DFIC as of Q3 2024.

  • Raymond James Trust held 11,116 shares of Dimensional International Core Equity 2 ETF worth $313K as of Q3 2024.
  • Raymond James Trust sold 228 Dimensional International Core Equity 2 ETF shares in Q3 2024, an estimated $6.18K.
  • Dimensional International Core Equity 2 ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1014 holding.
  • Raymond James Trust first reported a position in Dimensional International Core Equity 2 ETF in Q1 2024 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.