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Summit X LLC’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-42,365
Closed -$1.32M – 54
2025
Q2 		$1.32M Buy
42,365
+1,173
+3% +$34.4K 0.25% 74
2025
Q1 		$1.14M Sell
41,192
-11,052
-21% -$302K 0.24% 85
2024
Q4 		$1.35M Buy
52,244
+10,619
+26% +$285K 0.3% 69
2024
Q3 		$1.09M Sell
41,625
-11,742
-22% -$318K 0.27% 75
2024
Q2 		$1.41M Buy
53,367
+23,347
+78% +$622K 0.32% 67
2024
Q1 		$803K Buy
30,020
+5,232
+21% +$134K 0.21% 93
2023
Q4 		$633K Buy
+24,788
New +$590K 0.18% 101

Other funds holding DFIC

Mercer Global Advisors
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Summit X LLC's DFIC Position: Q3 2025 in Review

Summit X LLC sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2025, closing a stake of 42,365 shares — an estimated $1.32M sold.

Summit X LLC first reported a position in DFIC in Q4 2023 and held it in 7 quarters. The position peaked at $1.41M in Q2 2024. 485 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

  • Summit X LLC reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 42,365 Dimensional International Core Equity 2 ETF shares in Q3 2025, an estimated $1.32M.
  • Summit X LLC first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and held it in 7 quarters.
  • Summit X LLC's Dimensional International Core Equity 2 ETF position peaked at $1.41M in Q2 2024.
  • 485 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.