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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
AP
101
Adero Partners
California
$7.42M -$511K -18,797 -6%
GWANC
102
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.11M +$7.4M +272,402 New
Baird Financial Group
103
Baird Financial Group
Wisconsin
$6.89M +$298K +10,967 +4%
HWMT
104
Heritage Wealth Management (Texas)
Texas
$6.66M +$204K +7,500 +3%
QFA
105
Quantum Financial Advisors
California
$6.52M -$16.2K -595 -0.2%
CL
106
COWA LLC
Oklahoma
$6.5M -$41.7K -1,535 -0.6%
SRWM
107
Shira Ridge Wealth Management
California
$6.35M +$121K +4,462 +2%
FPAS
108
Focus Partners Advisor Solutions
Missouri
$6.27M +$1.82M +66,866 +39%
HSG
109
Helen Stephens Group
Texas
$6.26M +$52.7K +1,939 +0.8%
CFO
110
CVA Family Office
Colorado
$6.1M -$875K -32,228 -12%
HWMG
111
Hurlow Wealth Management Group
Indiana
$5.89M +$249K +9,159 +4%
JMPWA
112
JP Morgan Private Wealth Advisors
California
$5.85M -$90.8K -3,344 -1%
LFA
113
Landmark Financial Advisors
Kentucky
$5.74M +$355K +13,067 +6%
PAG
114
Private Advisor Group
New Jersey
$5.73M -$2.74M -100,931 -32%
SWA
115
Sax Wealth Advisors
New Jersey
$5.67M +$1.27M +46,649 +27%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$5.64M +$3.11M +114,335 +113%
Stifel Financial
117
Stifel Financial
Missouri
$5.57M -$187K -6,869 -3%
AFGAS
118
Allegiance Financial Group Advisory Services
Virginia
$5.28M +$872K +32,111 +19%
PWM
119
PBMares Wealth Management
Virginia
$5.28M +$1.08M +39,817 +25%
Osaic Holdings
120
Osaic Holdings
Arizona
$5.11M -$3.95M -145,242 -43%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$5.02M +$5.23M +192,416 New
AF
122
Advisornet Financial
Minnesota
$4.88M +$49.4K +1,817 +1%
FHC
123
Fort Henry Capital
West Virginia
$4.87M -$193K -7,090 -4%
RWG
124
Regal Wealth Group
California
$4.83M +$61.4K +2,259 +1%
DADC
125
D.A. Davidson & Co
Montana
$4.7M +$17.4K +642 +0.4%

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.