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

Soundmark 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
2024 Q2	–	Sell	-506,788	Closed	-$13.6M	–	20
2024 Q1	$13.6M	Buy	506,788 +74,157	+17%	+$1.9M	6.01%	3
2023 Q4	$11M	Buy	432,631 +34,698	+9%	+$825K	5.46%	4
2023 Q3	$9.29M	Buy	397,933 +87,506	+28%	+$2.12M	5.16%	5
2023 Q2	$7.53M	Buy	310,427 +40,123	+15%	+$976K	4.2%	6
2023 Q1	$6.5M	Buy	270,304 +83,062	+44%	+$1.97M	3.89%	7
2022 Q4	$4.18M	Buy	187,242 +118,488	+172%	+$2.53M	2.7%	15
2022 Q3	$1.32M	Buy	68,754 +43,418	+171%	+$932K	0.92%	27
2022 Q2	$545K	Buy	+25,336	New	+$590K	0.39%	38

Other funds holding DFIC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SFS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Soundmark Wealth Management's DFIC Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q2 2024, closing a stake of 506,788 shares — an estimated $13.6M sold.

Soundmark Wealth Management first reported a position in DFIC in Q2 2022 and held it in 8 quarters. The position peaked at $13.6M in Q1 2024. 332 funds tracked by Wall St. Rank hold DFIC as of Q2 2024.

Soundmark Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 506,788 Dimensional International Core Equity 2 ETF shares in Q2 2024, an estimated $13.6M.
Soundmark Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and held it in 8 quarters.
Soundmark Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $13.6M in Q1 2024.
332 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.