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DFAI

Dimensional International Core Equity Market ETF

181 hedge funds and large institutions have $536M invested in Dimensional International Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 81 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 9

636% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 11

171% more funds holding in top 10

Funds holding in top 10: 719 (+12)

145% more capital invested

Capital invested by funds: $219M → $536M (+$317M)

66% more funds holding

Funds holding: 109181 (+72)

17.38% more ownership

Funds ownership: 35.14%52.52% (+17%)

Holders
181
Holders Change
+72
Holders Change %
+66.06%
% of All Funds
2.79%
Holding in Top 10
19
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+171.43%
% of All Funds
0.29%
New
81
Increased
81
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1
Moisand Fitzgerald Tamayo
Florida
$50.1M +$42M +1,425,887 +532%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.8M +$32.2M +1,092,986 +592%
EVM
3
Eaton Vance Management
Massachusetts
$34.5M +$31.8M +1,080,100 +1,223%
EW
4
Evoke Wealth
California
$24.4M +$3M +102,015 +14%
SIG
5
Spinnaker Investment Group
California
$23.8M +$23.9M +810,479 New
MG
6
Mather Group
Illinois
$16.1M +$6.9M +234,386 +76%
RRC
7
Relaxing Retirement Coach
Massachusetts
$14.1M +$11.8M +402,080 +539%
SFA
8
Sequoia Financial Advisors
Ohio
$13M +$13M +441,006 New
WWP
9
Waypoint Wealth Partners
California
$12.8M +$12.7M +432,300 New
NCM
10
Northland Capital Management
Minnesota
$11.3M +$11.2M +381,636 New
CL
11
COWA LLC
Oklahoma
$11.1M +$3.28M +111,285 +42%
CWG
12
Crown Wealth Group
North Carolina
$10.6M +$10.5M +357,190 New
OIS
13
Okabena Investment Services
Minnesota
$10M -$199K -6,760 -2%
RW
14
RVW Wealth
California
$9.12M +$7.82M +265,416 +619%
PWM
15
PBMares Wealth Management
Virginia
$8.63M +$1.59M +54,026 +23%
MHB
16
Midwest Heritage Bank
Iowa
$8.4M +$8.37M +284,215 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.95M +$463K +15,730 +6%
AWA
18
Aquire Wealth Advisors
Utah
$7.32M +$7.29M +247,536 New
MA
19
MJP Associates
Connecticut
$7.13M +$150K +5,103 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$6.91M +$267K +9,075 +4%
ME
21
McIlrath & Eck
Washington
$6.72M +$2.87M +97,512 +75%
AWA
22
Arete Wealth Advisors
Illinois
$5.81M +$204K +6,911 +4%
ACWM
23
Adams Chetwood Wealth Management
North Carolina
$5.57M +$748K +25,408 +16%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.68M +$709K +24,075 +18%
BEW
25
Burton Enright Welch
California
$4.65M +$4.63M +157,248 New

DFAI Hedge Fund Activity: Q4 2021 in Review

181 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity Market ETF (DFAI) for Q4 2021, worth a combined $536M — up 145% from $219M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DFAI positions and 9 closed out — a net gain of 72 holders — while 81 added to existing stakes and 11 trimmed.

The largest buyer was Moisand Fitzgerald Tamayo, adding an estimated $42M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.6M sold.

  • 181 institutional investors held Dimensional International Core Equity Market ETF (DFAI) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $536M of Dimensional International Core Equity Market ETF stock for Q4 2021, up 145% quarter-over-quarter.
  • 81 funds opened new Dimensional International Core Equity Market ETF positions in Q4 2021 and 9 closed out, a net change of +72 holders.
  • The largest Dimensional International Core Equity Market ETF buyer in Q4 2021 was Moisand Fitzgerald Tamayo, an estimated $42M added.
  • The largest Dimensional International Core Equity Market ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2021.