Relaxing Retirement Coach’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Relaxing Retirement Coach’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 Q2	$53.7M	Buy	2,211,197 +146,545	+7%	+$3.56M	16.15%	2
2023 Q1	$49.7M	Buy	2,064,652 +124,164	+6%	+$2.95M	16.55%	2
2022 Q4	$43.4M	Buy	1,940,488 +756,736	+64%	+$16.2M	16.06%	2
2022 Q3	$22.7M	Buy	1,183,752 +530,088	+81%	+$11.4M	10.72%	2
2022 Q2	$14.1M	Buy	653,664 +583,954	+838%	+$13.6M	7.09%	4
2022 Q1	$1.74M	Buy	+69,710	New	+$1.75M	0.89%	20

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return

HighTower Advisors

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

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

RW Investment Management Eagle, Idaho $1.03B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return