Resource Planning Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Resource Planning Group’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 Q4	$2.26M	Buy	+88,515	New	+$2.11M	1.44%	21

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 $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

MFC

Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return

Resource Planning Group's DFIC Position: Q4 2023 in Review

Resource Planning Group opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q4 2023: 88,515 shares worth $2.26M. The stake represents 1.44% of the portfolio and ranks #21 among its holdings.

307 funds tracked by Wall St. Rank hold DFIC as of Q4 2023.

Resource Planning Group held 88,515 shares of Dimensional International Core Equity 2 ETF worth $2.26M as of Q4 2023.
Dimensional International Core Equity 2 ETF was a new Resource Planning Group position in Q4 2023.
Dimensional International Core Equity 2 ETF made up 1.44% of Resource Planning Group's portfolio in Q4 2023, its #21 holding.
307 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.