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Summit Trail Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Summit Trail Advisors’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
-9,350
Closed -$250K – 627
2024
Q1 		$250K Buy
+9,350
New +$240K 0.01% 513

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Summit Trail Advisors's DFIC Position: Q2 2024 in Review

Summit Trail Advisors sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q2 2024, closing a stake of 9,350 shares — an estimated $250K sold.

Summit Trail Advisors first reported a position in DFIC in Q1 2024 and held it in 1 quarter. The position peaked at $250K in Q1 2024. 331 funds tracked by Wall St. Rank hold DFIC as of Q2 2024.

  • Summit Trail Advisors reported no remaining Dimensional International Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 9,350 Dimensional International Core Equity 2 ETF shares in Q2 2024, an estimated $250K.
  • Summit Trail Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q1 2024 and held it in 1 quarter.
  • Summit Trail Advisors's Dimensional International Core Equity 2 ETF position peaked at $250K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2024.

Based on Summit Trail Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.