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WMS Partners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

WMS Partners’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
Q1 		– Sell
-33,334
Closed -$862K – 72
2024
Q4 		$862K Buy
33,334
+5,284
+19% +$142K 0.05% 130
2024
Q3 		$789K Sell
28,050
-236
-0.8% -$6.39K 0.04% 134
2024
Q2 		$744K Hold
28,286
– – 0.05% 119
2024
Q1 		$757K Sell
28,286
-24
-0.1% -$616 0.05% 120
2023
Q4 		$723K Buy
+28,310
New +$673K 0.05% 115
2023
Q3 		– Sell
-8,460
Closed -$205K – 265
2023
Q2 		$205K Buy
+8,460
New +$206K 0.02% 268

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

WMS Partners's DFIC Position: Q1 2025 in Review

WMS Partners sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2025, closing a stake of 33,334 shares — an estimated $862K sold.

WMS Partners first reported a position in DFIC in Q2 2023 and held it in 6 quarters. The position peaked at $862K in Q4 2024. 446 funds tracked by Wall St. Rank hold DFIC as of Q1 2025.

  • WMS Partners reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 33,334 Dimensional International Core Equity 2 ETF shares in Q1 2025, an estimated $862K.
  • WMS Partners first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and held it in 6 quarters.
  • WMS Partners's Dimensional International Core Equity 2 ETF position peaked at $862K in Q4 2024.
  • 446 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.