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DFAI

Dimensional International Core Equity Market ETF

578 hedge funds and large institutions have $6.4B invested in Dimensional International Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 304 increasing their positions, 119 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 30

155% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 119

20% more funds holding in top 10

Funds holding in top 10: 92110 (+18)

18% more capital invested

Capital invested by funds: $5.41B → $6.4B (+$989M)

14.3% more ownership

Funds ownership: 74.21%88.51% (+14%)

12% more funds holding

Funds holding: 514578 (+64)

Holders
578
Holders Change
+64
Holders Change %
+12.45%
% of All Funds
7.61%
Holding in Top 10
110
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+19.57%
% of All Funds
1.45%
New
104
Increased
304
Reduced
119
Closed
30
Calls
$108K
Puts
Net Calls
+$108K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
EP
1
Essential Planning
New Hampshire
$979M +$963M +31,776,656 +6,241%
SFC
2
SYM Financial Corp
Indiana
$194M +$10.4M +343,875 +5%
Bank of America
3
Bank of America
North Carolina
$175M -$1.32M -43,605 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M +$67.3M +2,218,494 +59%
CHP
5
Cable Hill Partners
Oregon
$163M +$4.23M +139,429 +3%
Corient Private Wealth
6
Corient Private Wealth
Florida
$123M -$343K -11,328 -0.3%
P
7
&Partners
Tennessee
$122M +$44.3M +1,460,745 +55%
Northern Trust
8
Northern Trust
Illinois
$115M -$11.8M -390,756 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$106M +$5.64M +186,147 +5%
MFT
10
Moisand Fitzgerald Tamayo
Florida
$105M +$1.97M +65,108 +2%
UBS Group
11
UBS Group
Switzerland
$92.4M +$12.9M +426,745 +16%
RFP
12
Root Financial Partners
California
$91.1M +$21.1M +694,749 +29%
PFA
13
Pure Financial Advisors
California
$87.1M +$6.47M +213,511 +8%
OIA
14
OneDigital Investment Advisors
Kansas
$73.8M +$3.07M +101,302 +4%
CA
15
Clearstead Advisors
Ohio
$73.5M +$4.73M +155,974 +7%
Mariner
16
Mariner
Kansas
$71.1M +$4.85M +159,938 +7%
MAM
17
Marquette Asset Management
Minnesota
$62.6M +$2.95M +97,356 +5%
WANY
18
Wealthspire Advisors (New York)
New York
$62.4M +$9.69M +319,497 +18%
LI
19
LVZ Inc
Michigan
$56.7M +$1.58M +52,075 +3%
RW
20
RVW Wealth
California
$54.2M +$946K +31,190 +2%
KAS
21
Kestra Advisory Services
Texas
$54.1M +$6.76M +222,972 +14%
EW
22
Evoke Wealth
California
$53.8M +$2.04M +67,287 +4%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$51.4M +$5.7M +188,085 +12%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$48.9M +$5.21M +171,890 +11%
WAM
25
WNY Asset Management
New York
$47.8M +$768K +25,335 +2%

DFAI Hedge Fund Activity: Q4 2024 in Review

578 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity Market ETF (DFAI) for Q4 2024, worth a combined $6.4B — up 18% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DFAI positions and 30 closed out — a net gain of 74 holders — while 304 added to existing stakes and 119 trimmed.

The largest buyer was Essential Planning, adding an estimated $963M. The largest seller was EP Wealth Advisors, cutting an estimated $27.6M.

  • 578 institutional investors held Dimensional International Core Equity Market ETF (DFAI) as of Q4 2024, up from 514 in Q3 2024.
  • Funds reported $6.4B of Dimensional International Core Equity Market ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 104 funds opened new Dimensional International Core Equity Market ETF positions in Q4 2024 and 30 closed out, a net change of +74 holders.
  • The largest Dimensional International Core Equity Market ETF buyer in Q4 2024 was Essential Planning, an estimated $963M added.
  • The largest Dimensional International Core Equity Market ETF seller in Q4 2024 was EP Wealth Advisors, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2024.