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Valley Wealth Managers’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-504
Closed -$11.8K – 353
2023
Q3 		$11.8K Buy
+504
New +$12.2K ﹤0.01% 284

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
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
MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return

Valley Wealth Managers's DFIC Position: Q4 2023 in Review

Valley Wealth Managers sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q4 2023, closing a stake of 504 shares — an estimated $11.8K sold.

Valley Wealth Managers first reported a position in DFIC in Q3 2023 and held it in 1 quarter. The position peaked at $11.8K in Q3 2023. 307 funds tracked by Wall St. Rank hold DFIC as of Q4 2023.

  • Valley Wealth Managers reported no remaining Dimensional International Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 504 Dimensional International Core Equity 2 ETF shares in Q4 2023, an estimated $11.8K.
  • Valley Wealth Managers first reported a position in Dimensional International Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's Dimensional International Core Equity 2 ETF position peaked at $11.8K in Q3 2023.
  • 307 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.