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DFAI

Dimensional International Core Equity Market ETF

385 hedge funds and large institutions have $2.72B invested in Dimensional International Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 226 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

183% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 80

10% more funds holding in top 10

Funds holding in top 10: 6167 (+6)

7% more funds holding

Funds holding: 361385 (+24)

6% more capital invested

Capital invested by funds: $2.56B → $2.72B (+$162M)

0.12% more ownership

Funds ownership: 67.71%67.83% (+0.12%)

Holders
385
Holders Change
+24
Holders Change %
+6.65%
% of All Funds
6.11%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.06%
New
40
Increased
226
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
51
SC&H Financial Advisors
Maryland
$13.9M +$841K +30,972 +6%
MML Investors Services
52
MML Investors Services
Massachusetts
$13.9M +$472K +17,372 +3%
BJL
53
Brighton Jones LLC
Washington
$13.8M +$1.65M +60,634 +13%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$13.1M +$213K +7,842 +2%
AC
55
AWM Capital
Arizona
$13.1M +$96.2K +3,543 +0.7%
PCA
56
Pallas Capital Advisors
Massachusetts
$12.9M +$736K +27,089 +6%
FAIM
57
Financial Advocates Investment Management
Washington
$12.8M +$535K +19,713 +4%
CWA
58
Consilium Wealth Advisory
Texas
$12.7M +$613K +22,555 +5%
PGF
59
Plan Group Financial
Oklahoma
$12.6M -$2.81M -103,313 -18%
FA
60
Fermata Advisors
California
$12.4M +$9.9M +364,633 +326%
PWMG
61
Pioneer Wealth Management Group
Texas
$12.3M +$3.34M +123,116 +35%
MCM
62
MAI Capital Management
Ohio
$12.2M -$1.18M -43,460 -8%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$12.1M -$557K -20,508 -4%
WDG
64
Wealth Dimensions Group
Ohio
$12M +$2.99M +110,020 +32%
EP
65
Essential Planning
New Hampshire
$11.9M +$832K +30,645 +7%
KV
66
Kickstand Ventures
New York
$11.6M +$12M +443,034 New
FW
67
FirstPurpose Wealth
Utah
$11.4M +$601K +22,130 +5%
SFG
68
Sterling Financial Group
California
$11.2M -$876K -32,263 -7%
PFA
69
Pure Financial Advisors
California
$11.1M +$11.5M +423,967 New
PA
70
Pinnacle Associates
New York
$10.8M +$134K +4,939 +1%
PWMAG
71
Pinnacle Wealth Management Advisory Group
New Jersey
$10.8M +$134K +4,939 +1%
BIG
72
Builder Investment Group
Georgia
$10.7M +$631K +23,238 +6%
RRCM
73
Rappaport Reiches Capital Management
Illinois
$10.7M +$2.11M +77,609 +23%
AWM
74
AE Wealth Management
Kansas
$9.84M +$1.96M +72,213 +24%
BSW
75
Buckingham Strategic Wealth
Missouri
$9.83M +$3.35M +123,481 +49%

DFAI Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity Market ETF (DFAI) for Q3 2023, worth a combined $2.72B — up 6.3% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFAI positions and 14 closed out — a net gain of 26 holders — while 226 added to existing stakes and 80 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $42.6M. The largest seller was Jane Street, cutting an estimated $54.3M.

  • 385 institutional investors held Dimensional International Core Equity Market ETF (DFAI) as of Q3 2023, up from 361 in Q2 2023.
  • Funds reported $2.72B of Dimensional International Core Equity Market ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 40 funds opened new Dimensional International Core Equity Market ETF positions in Q3 2023 and 14 closed out, a net change of +26 holders.
  • The largest Dimensional International Core Equity Market ETF buyer in Q3 2023 was Wilbanks Smith & Thomas Asset Management, an estimated $42.6M added.
  • The largest Dimensional International Core Equity Market ETF seller in Q3 2023 was Jane Street, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2023.