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Steward Financial Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Steward Financial 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
Q3 		$16.3M Buy
698,863
+44,593
+7% +$1.08M 5.19% 4
2023
Q2 		$15.9M Buy
654,270
+55,857
+9% +$1.36M 5.07% 5
2023
Q1 		$14.4M Buy
598,413
+98,110
+20% +$2.33M 4.8% 5
2022
Q4 		$11.2M Buy
500,303
+272,566
+120% +$5.82M 5.59% 6
2022
Q3 		$4.36M Buy
227,737
+113,205
+99% +$2.43M 3.23% 6
2022
Q2 		$2.46M Buy
114,532
+46,282
+68% +$1.08M 2.05% 4
2022
Q1 		$1.7M Buy
+68,250
New +$1.71M 1.51% 4

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
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

Steward Financial Group's DFIC Position: Q3 2023 in Review

Steward Financial Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 6.8% in Q3 2023, buying an estimated $1.08M and bringing the position to 698,863 shares worth $16.3M. The position accounts for 5.19% of the portfolio, ranked #4.

Steward Financial Group first reported a position in DFIC in Q1 2022 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold DFIC as of Q3 2023.

  • Steward Financial Group held 698,863 shares of Dimensional International Core Equity 2 ETF worth $16.3M as of Q3 2023.
  • Steward Financial Group bought 44,593 Dimensional International Core Equity 2 ETF shares in Q3 2023, an estimated $1.08M.
  • Dimensional International Core Equity 2 ETF made up 5.19% of Steward Financial Group's portfolio in Q3 2023, its #4 holding.
  • Steward Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q1 2022 and has held it in 7 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.