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DFAI

Dimensional International Core Equity Market ETF
DFAI

213 hedge funds and large institutions have $724M invested in Dimensional International Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 117 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 26

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

47% more funds holding in top 10

Funds holding in top 10: 19 → 28 (+9)

35% more capital invested

Capital invested by funds: $536M → $724M (+$189M)

18% more funds holding

Funds holding: 181 → 213 (+32)

1.38% less ownership

Funds ownership: 52.52% → 51.15% (-1.4%)

Holders
213
Holders Change
+32
Holders Change %
+17.68%
% of All Funds
3.36%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.44%
New
53
Increased
117
Reduced
26
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RRC
Relaxing Retirement Coach
Massachusetts
+$12.5M
2
FPIS
Financial Planning & Information Services
Wisconsin
+$11.2M
3
CFA
Capstone Financial Advisors
Illinois
+$11.1M
4
GWA
Geometric Wealth Advisors
District of Columbia
+$9.43M
5
Mariner
Mariner
Kansas
+$9.09M

Top Sellers

1
CWG
Crown Wealth Group
North Carolina
-$9.71M
2
MA
MJP Associates
Connecticut
-$6.57M
3
AWA
Arete Wealth Advisors
Illinois
-$5.81M
4
MFT
Moisand Fitzgerald Tamayo
Florida
-$4.26M
5
WWP
Waypoint Wealth Partners
California
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
Claris Advisors
Missouri
$517K +$137K +4,811 +35%
DFC
152
DBK Financial Counsel
Ohio
$472K +$478K +16,765 New
CPA
153
Cardiff Park Advisors
California
$471K +$826 +29 +0.2%
EAM
154
Evanson Asset Management
California
$460K +$218K +7,649 +88%
CWG
155
Crown Wealth Group
North Carolina
$458K -$9.71M -340,934 -95%
KWM
156
Keebeck Wealth Management
Illinois
$447K – – –
PFM
157
Phillips Financial Management
Indiana
$410K +$415K +14,578 New
IAN
158
Integrated Advisors Network
Texas
$406K +$411K +14,427 New
SWA
159
Sax Wealth Advisors
New Jersey
$403K +$71.6K +2,514 +21%
GCM
160
G2 Capital Management
Ohio
$395K +$34K +1,194 +9%
EWA
161
EP Wealth Advisors
California
$387K +$391K +13,740 New
WP
162
Wealthspan Partners
Iowa
$381K +$95.1K +3,339 +33%
ZF
163
Zhang Financial
Michigan
$377K +$381K +13,382 New
TWA
164
TCI Wealth Advisors
Arizona
$373K +$5.87K +206 +2%
ACA
165
Atlas Capital Advisors
Wyoming
$353K +$34.2K +1,200 +11%
MFG
166
Magnus Financial Group
New York
$342K +$346K +12,160 New
PFA
167
Pinnacle Family Advisors
Missouri
$340K +$16K +563 +5%
SPA
168
Shore Point Advisors
New Jersey
$339K +$20.4K +717 +6%
FFM
169
Forum Financial Management
Illinois
$339K +$44.5K +1,561 +15%
Morgan Stanley
170
Morgan Stanley
New York
$328K +$193K +6,791 +139%
KS
171
Karpas Strategies
Connecticut
$324K +$45.6K +1,601 +16%
WFAG
172
Wescott Financial Advisory Group
Pennsylvania
$324K +$328K +11,500 New
GAM
173
Gemmer Asset Management
California
$319K +$312K +10,959 +2,754%
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$319K +$323K +11,347 New
AIM
175
Acropolis Investment Management
Missouri
$315K +$319K +11,200 New
5 6
7
8 9

DFAI Hedge Fund Activity: Q1 2022 in Review

213 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity Market ETF (DFAI) for Q1 2022, worth a combined $724M — up 35% from $536M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DFAI positions and 20 closed out — a net gain of 33 holders — while 117 added to existing stakes and 26 trimmed.

The largest buyer was Relaxing Retirement Coach, adding an estimated $12.5M. The largest seller was Crown Wealth Group, cutting an estimated $9.71M.

  • 213 institutional investors held Dimensional International Core Equity Market ETF (DFAI) as of Q1 2022, up from 181 in Q4 2021.
  • Funds reported $724M of Dimensional International Core Equity Market ETF stock for Q1 2022, up 35% quarter-over-quarter.
  • 53 funds opened new Dimensional International Core Equity Market ETF positions in Q1 2022 and 20 closed out, a net change of +33 holders.
  • The largest Dimensional International Core Equity Market ETF buyer in Q1 2022 was Relaxing Retirement Coach, an estimated $12.5M added.
  • The largest Dimensional International Core Equity Market ETF seller in Q1 2022 was Crown Wealth Group, an estimated $9.71M sold.

Based on aggregated 13F filings for Q1 2022.