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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
MFT
1
Moisand Fitzgerald Tamayo
Florida
$43.5M -$4.26M -149,369 -9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.2M +$2.28M +80,174 +6%
EVM
3
Eaton Vance Management
Massachusetts
$34.7M +$1.84M +64,576 +6%
EW
4
Evoke Wealth
California
$27.4M +$4.21M +147,853 +18%
RRC
5
Relaxing Retirement Coach
Massachusetts
$25.8M +$12.5M +438,467 +92%
SIG
6
Spinnaker Investment Group
California
$24.1M +$845K +29,670 +4%
CWR
7
Chico Wealth RIA
California
$20.5M +$20.8M +728,788 New
SFA
8
Sequoia Financial Advisors
Ohio
$15M +$2.65M +93,060 +21%
FPIS
9
Financial Planning & Information Services
Wisconsin
$14.6M +$11.2M +392,289 +307%
MG
10
Mather Group
Illinois
$14.3M -$965K -33,879 -6%
AC
11
AWM Capital
Arizona
$11.8M +$8.33M +292,369 +231%
RW
12
RVW Wealth
California
$11.4M +$2.8M +98,415 +32%
Mariner
13
Mariner
Kansas
$11.2M +$9.09M +318,960 +404%
CFA
14
Capstone Financial Advisors
Illinois
$11M +$11.1M +389,032 New
AWA
15
Aquire Wealth Advisors
Utah
$10.9M +$3.99M +140,069 +57%
CL
16
COWA LLC
Oklahoma
$10.8M +$187K +6,570 +2%
DPI
17
Diversified Portfolios Inc
Michigan
$10.6M +$7.19M +252,348 +201%
PWM
18
PBMares Wealth Management
Virginia
$10.4M +$2.19M +76,870 +26%
MHB
19
Midwest Heritage Bank
Iowa
$10.4M +$2.39M +83,831 +29%
OIS
20
Okabena Investment Services
Minnesota
$9.55M +$1.14K +40 +0%
GWA
21
Geometric Wealth Advisors
District of Columbia
$9.31M +$9.43M +330,882 New
NCM
22
Northland Capital Management
Minnesota
$8.96M -$1.8M -63,208 -17%
WWP
23
Waypoint Wealth Partners
California
$8.49M -$3.72M -130,700 -30%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.4M +$850K +29,832 +11%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$8.18M +$1.63M +57,074 +24%
1
2 3 4 5

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.