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Robertson Stephens Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Robertson Stephens Wealth Management’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
Q3 		– Sell
-17,827
Closed -$433K – 446
2023
Q2 		$433K Sell
17,827
-577
-3% -$14K 0.03% 303
2023
Q1 		$443K Buy
+18,404
New +$437K 0.03% 303

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Robertson Stephens Wealth Management's DFIC Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2023, closing a stake of 17,827 shares — an estimated $433K sold.

Robertson Stephens Wealth Management first reported a position in DFIC in Q1 2023 and held it in 2 quarters. The position peaked at $443K in Q1 2023. 245 funds tracked by Wall St. Rank hold DFIC as of Q3 2023.

  • Robertson Stephens Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 17,827 Dimensional International Core Equity 2 ETF shares in Q3 2023, an estimated $433K.
  • Robertson Stephens Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $443K in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.