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Dimensional International Core Equity 2 ETF

98 hedge funds and large institutions have $689M invested in Dimensional International Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

181% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 16

38% more funds holding

Funds holding: 7198 (+27)

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

44% less capital invested

Capital invested by funds: $1.22B → $689M (-$532M)

Holders
98
Holders Change
+27
Holders Change %
+38.03%
% of All Funds
1.69%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
36
Increased
45
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Advisornet Financial
Minnesota
$5.81M +$470K +21,887 +8%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$5.75M +$4.48M +208,831 +229%
BC
28
Burney Company
Virginia
$5.41M +$2.6M +121,306 +75%
AC
29
Applied Capital
Arkansas
$5.09M +$2.57M +119,863 +82%
BA
30
Bridgewater Advisors
New York
$5.05M +$4.32M +201,158 +322%
BSW
31
Buckingham Strategic Wealth
Missouri
$4.63M +$1.89M +88,125 +57%
CPA
32
Cardiff Park Advisors
California
$4.58M +$1.42M +66,385 +38%
WWP
33
Waypoint Wealth Partners
California
$4.53M -$5.55M -258,826 -52%
BJL
34
Brighton Jones LLC
Washington
$4.46M +$5M +232,755 New
SFG
35
Steward Financial Group
Texas
$4.36M +$2.43M +113,205 +99%
PFM
36
Phillips Financial Management
Indiana
$4.27M +$4.78M +222,781 New
HNWA
37
Henrickson Nauta Wealth Advisors
Michigan
$4.01M +$1.18M +55,006 +36%
PFG
38
Pinnacle Financial Group
Illinois
$3.58M +$1.92M +89,309 +91%
PWM
39
PBMares Wealth Management
Virginia
$3.5M +$3.44M +160,352 +725%
SHFA
40
SC&H Financial Advisors
Maryland
$3.5M +$2.25M +104,697 +135%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$3.41M +$2.89M +134,537 +311%
AIS
42
American Investment Services
Massachusetts
$3.14M +$2.18M +101,795 +163%
TFA
43
Triad Financial Advisors
North Carolina
$3.07M +$2.41M +112,378 +236%
RCI
44
RS Crum Inc
California
$2.9M +$2.97M +138,478 +1,061%
RIM
45
Rockbridge Investment Management
New York
$2.9M +$2.42M +112,603 +291%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$2.34M -$162K -7,544 -6%
GWM
47
Grand Wealth Management
Michigan
$2.26M +$2.54M +118,151 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.23M -$18.7K -871 -0.7%
SPWM
49
Straight Path Wealth Management
Michigan
$2.18M +$1.23M +57,343 +101%
CIAS
50
CFS Investment Advisory Services
New Jersey
$2.13M +$45.8M +2,133,896 New

DFIC Hedge Fund Activity: Q3 2022 in Review

98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q3 2022, worth a combined $689M — down 44% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFIC positions and 9 closed out — a net gain of 27 holders — while 45 added to existing stakes and 16 trimmed.

The largest buyer was Summit Financial Strategies, adding an estimated $61.5M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $862M sold.

  • 98 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q3 2022, up from 71 in Q2 2022.
  • Funds reported $689M of Dimensional International Core Equity 2 ETF stock for Q3 2022, down 44% quarter-over-quarter.
  • 36 funds opened new Dimensional International Core Equity 2 ETF positions in Q3 2022 and 9 closed out, a net change of +27 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q3 2022 was Summit Financial Strategies, an estimated $61.5M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q3 2022 was Dimensional Fund Advisors, an estimated $862M sold.

Based on aggregated 13F filings for Q3 2022.