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Dimensional International Core Equity 2 ETF

209 hedge funds and large institutions have $2.35B invested in Dimensional International Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 19

500% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 7

38% more capital invested

Capital invested by funds: $1.7B → $2.35B (+$652M)

24% more funds holding in top 10

Funds holding in top 10: 4657 (+11)

17% more funds holding

Funds holding: 179209 (+30)

1.19% less ownership

Funds ownership: 80.63%79.44% (-1.2%)

Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.33%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
0.91%
New
42
Increased
124
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCI
26
RS Crum Inc
California
$21.3M +$13.5M +568,841 +180%
PAS
27
Park Avenue Securities
New York
$20.1M +$1.52M +64,146 +8%
SIC
28
SJS Investment Consulting
Ohio
$19.6M +$1.47M +62,013 +8%
RK
29
Rather & Kittrell
Tennessee
$18.8M +$3.61M +152,018 +24%
Mariner
30
Mariner
Kansas
$17.8M +$1.25M +52,449 +8%
WA
31
Wealthstream Advisors
New York
$17.1M +$1.39M +58,406 +9%
BJL
32
Brighton Jones LLC
Washington
$16.9M +$2.83M +118,941 +20%
AFA
33
Alpha Financial Advisors
North Carolina
$16.4M +$4.34M +182,541 +37%
ASI
34
Advisory Services & Investments
Oregon
$16.2M +$532K +22,386 +3%
JFG
35
JMG Financial Group
Illinois
$16.1M +$7.43M +312,496 +88%
AAP
36
Arax Advisory Partners
Colorado
$15.5M +$1.1M +46,128 +8%
TWD
37
True Wealth Design
Ohio
$15.5M +$833K +35,034 +6%
BA
38
Bridgewater Advisors
New York
$15.4M +$10.5M +443,124 +227%
BCM
39
Blume Capital Management
California
$14.6M +$184K +7,757 +1%
SFG
40
Steward Financial Group
Texas
$14.4M +$2.33M +98,110 +20%
GA
41
Greenspring Advisors
Maryland
$14M +$3.79M +159,538 +38%
LWM
42
Liberty Wealth Management
California
$13.4M +$13.3M +559,291 New
AT
43
Arden Trust
Delaware
$13.4M +$13.2M +555,951 New
PFM
44
Phillips Financial Management
Indiana
$13M +$1.51M +63,525 +13%
BEW
45
Burton Enright Welch
California
$12.9M +$1.3M +54,647 +11%
ACP
46
Aveo Capital Partners
Colorado
$12.4M +$201K +8,465 +2%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$12.3M +$1.72M +72,427 +16%
FAAM
48
First Ascent Asset Management
Colorado
$12.2M +$408K +17,165 +4%
Jane Street
49
Jane Street
New York
$12.1M -$6.1M -256,615 -34%
PFG
50
Pinnacle Financial Group
Illinois
$11.7M +$5.51M +231,829 +91%

DFIC Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q1 2023, worth a combined $2.35B — up 38% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFIC positions and 7 closed out — a net gain of 35 holders — while 124 added to existing stakes and 19 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $67.1M. The largest seller was Pathstone Family Office, cutting an estimated $17.3M.

  • 209 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $2.35B of Dimensional International Core Equity 2 ETF stock for Q1 2023, up 38% quarter-over-quarter.
  • 42 funds opened new Dimensional International Core Equity 2 ETF positions in Q1 2023 and 7 closed out, a net change of +35 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $67.1M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q1 2023 was Pathstone Family Office, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.