DFIC INTL CORE EQUITY

Ownership history in Pinnacle Financial Group, LLC / IL  ·  16 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported INTL CORE EQUITY (DFIC) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.41% in 2025 Q2. The latest visible filing shows DFIC at 8.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in INTL CORE EQUITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFIC was reported at 8.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.41% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pinnacle Financial Group, LLC / IL held DFIC — position size vs. price
% of Fund (quarterly)    DFIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 863,782 +2,377 +0.3% 8.64% $29.8M 2026-02-14 (Est.) $37.76
2025 Q3 REDUCED 861,405 -43,135 -4.8% 8.54% $28.2M 2025-11-12 $33.42
2025 Q2 REDUCED 904,540 -24,764 -2.7% 9.41% $28.1M 2025-08-11 $31.27
2025 Q1 ADDED 929,304 +67,659 +7.9% 9.38% $25.8M 2025-05-15 $28.91
2024 Q4 ADDED 861,645 +48,458 +6.0% 8.72% $22.3M 2025-02-18 $27.02
2024 Q3 REDUCED 813,187 -121 -0.0% 8.97% $22.9M 2024-11-12 $25.40
2024 Q2 ADDED 813,308 +14,150 +1.8% 9.14% $21.4M 2024-08-08 $24.86
2024 Q1 ADDED 799,158 +212,576 +36.2% 9.39% $21.4M 2024-05-15 $25.94
2023 Q4 ADDED 586,582 +56,855 +10.7% 7.67% $15.0M 2024-02-13 $23.46
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Pinnacle Financial Group, LLC / IL and DFIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning DFIC?

Pinnacle Financial Group, LLC / IL reported DFIC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIC position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for DFIC was 9.41% in 2025 Q2.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 863,782 shares, equal to 8.64% of portfolio, with an estimated market value of $29.8M.

What does the chart on this DFIC ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly DFIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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