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DFAI

Dimensional International Core Equity Market ETF
DFAI

56 hedge funds and large institutions have $113M invested in Dimensional International Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

1,050% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 2

162% more capital invested

Capital invested by funds: $43.1M → $113M (+$69.9M)

100% more funds holding

Funds holding: 28 → 56 (+28)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

1.03% more ownership

Funds ownership: 41.6% → 42.63% (+1%)

Holders
56
Holders Change
+28
Holders Change %
+100%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
23
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$7.13M
2
EW
Evoke Wealth
California
+$7.01M
3
OMC
Old Mission Capital
Illinois
+$5.46M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.16M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.13M

Top Sellers

1
W
WealthStone
Ohio
-$874K
2
KAS
Kestra Advisory Services
Texas
-$294K
3
Jane Street
Jane Street
New York
-$212K
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$13.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$949K +$926K +33,634 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$885K +$87.7K +3,184 +11%
WP
28
WealthSource Partners
California
$856K +$845K +30,688 New
VCM
29
Versant Capital Management
Arizona
$834K +$824K +29,928 New
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$825K -$13.8K -500 -2%
BFA
31
Beacon Financial Advisory
Ohio
$810K +$800K +29,048 New
CIAS
32
Capital Investment Advisory Services
North Carolina
$645K +$637K +23,119 New
TIM
33
Tortoise Investment Management
New York
$627K +$351K +12,760 +131%
TP
34
Tranquility Partners
Tennessee
$585K +$578K +20,985 New
W
35
Wealthquest
Ohio
$584K +$354K +12,868 +159%
MG
36
Mather Group
Illinois
$546K +$539K +19,566 New
RCAG
37
Rehmann Capital Advisory Group
Michigan
$513K +$314K +11,407 +163%
CA
38
CGN Advisors
Kansas
$477K +$471K +17,117 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$464K +$458K +16,626 New
WCWM
40
Willow Creek Wealth Management
California
$449K +$444K +16,115 New
UWM
41
USAdvisors Wealth Management
Minnesota
$438K +$433K +15,727 New
AA
42
Ancora Advisors
Ohio
$436K +$431K +15,656 New
CL
43
CPWM LLC
Washington
$424K +$419K +15,211 New
MFW
44
Mosaic Family Wealth
Missouri
$326K +$322K +11,708 New
BC
45
Burney Company
Virginia
$285K +$282K +10,232 New
EAM
46
Evanson Asset Management
California
$283K +$279K +10,147 New
IA
47
IFP Advisors
Florida
$275K +$261K +9,460 +2,557%
AFS
48
Annapolis Financial Services
Maryland
$246K +$243K +8,821 New
MML Investors Services
49
MML Investors Services
Massachusetts
$208K +$206K +7,470 New
PO
50
Private Ocean
California
$102K +$101K +3,663 New
1
2
3

DFAI Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity Market ETF (DFAI) for Q1 2021, worth a combined $113M — up 162% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFAI positions and 2 closed out — a net gain of 28 holders — while 23 added to existing stakes and 2 trimmed.

The largest buyer was Allworth Financial, adding an estimated $7.13M. The largest seller was WealthStone, exiting entirely with an estimated $874K sold.

  • 56 institutional investors held Dimensional International Core Equity Market ETF (DFAI) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $113M of Dimensional International Core Equity Market ETF stock for Q1 2021, up 162% quarter-over-quarter.
  • 30 funds opened new Dimensional International Core Equity Market ETF positions in Q1 2021 and 2 closed out, a net change of +28 holders.
  • The largest Dimensional International Core Equity Market ETF buyer in Q1 2021 was Allworth Financial, an estimated $7.13M added.
  • The largest Dimensional International Core Equity Market ETF seller in Q1 2021 was WealthStone, an estimated $874K sold.

Based on aggregated 13F filings for Q1 2021.