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DFAI

Dimensional International Core Equity Market ETF

236 hedge funds and large institutions have $820M invested in Dimensional International Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 47

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $724M → $820M (+$95.8M)

11% more funds holding

Funds holding: 213236 (+23)

1.59% more ownership

Funds ownership: 51.15%52.73% (+1.6%)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.98%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.42%
New
45
Increased
125
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Shearwater Capital
Colorado
$1.06M -$3.78K -144 -0.3%
PFM
127
Phillips Financial Management
Indiana
$999K +$836K +31,844 +218%
AWS
128
Atria Wealth Solutions
New York
$954K +$199K +7,564 +24%
HIGP
129
Hill Investment Group Partners
Missouri
$939K -$764K -29,113 -43%
RRCM
130
Rappaport Reiches Capital Management
Illinois
$890K +$361K +13,769 +60%
CSB
131
City State Bank
Iowa
$888K +$44.1K +1,680 +5%
SPC
132
Sigma Planning Corp
Michigan
$834K +$11.3K +429 +1%
BA
133
Bridge Advisory
California
$834K +$369K +14,039 +66%
CWM
134
CarsonAllaria Wealth Management
Illinois
$809K +$8.23M +313,333 +1,439%
GCA
135
Gradient Capital Advisors
California
$782K +$133K +5,067 +19%
AAS
136
Ameritas Advisory Services
Nebraska
$770K -$159K -6,039 -16%
SPA
137
Shore Point Advisors
New Jersey
$757K +$507K +19,314 +160%
BEW
138
Burton Enright Welch
California
$737K -$2.38M -90,557 -75%
MFA
139
Morling Financial Advisors
California
$720K +$783K +29,813 New
LI
140
LVZ Inc
Michigan
$710K +$772K +29,398 New
AWA
141
Acorn Wealth Advisors
Michigan
$685K +$176K +6,689 +31%
Morgan Stanley
142
Morgan Stanley
New York
$676K +$429K +16,358 +140%
IAG
143
Investmark Advisory Group
Connecticut
$675K +$207K +7,887 +39%
IAN
144
Integrated Advisors Network
Texas
$669K +$348K +13,272 +92%
LFA
145
Landmark Financial Advisors
Kentucky
$666K +$725K +27,601 New
TWA
146
TCI Wealth Advisors
Arizona
$665K +$375K +14,278 +108%
VFA
147
Valeo Financial Advisors
Indiana
$652K +$709K +27,022 New
CMBA
148
C.M. Bidwell & Associates
Hawaii
$641K -$215K -8,179 -24%
CWP
149
Concord Wealth Partners
Virginia
$636K +$126K +4,807 +22%
HFA
150
Highland Financial Advisors
New Jersey
$618K +$672K +25,592 New

DFAI Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity Market ETF (DFAI) for Q2 2022, worth a combined $820M — up 13% from $724M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAI positions and 18 closed out — a net gain of 27 holders — while 125 added to existing stakes and 47 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $44M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $34.7M sold.

  • 236 institutional investors held Dimensional International Core Equity Market ETF (DFAI) as of Q2 2022, up from 213 in Q1 2022.
  • Funds reported $820M of Dimensional International Core Equity Market ETF stock for Q2 2022, up 13% quarter-over-quarter.
  • 45 funds opened new Dimensional International Core Equity Market ETF positions in Q2 2022 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional International Core Equity Market ETF buyer in Q2 2022 was Pathstone Family Office, an estimated $44M added.
  • The largest Dimensional International Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $34.7M sold.

Based on aggregated 13F filings for Q2 2022.