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Dimensional International Core Equity 2 ETF

245 hedge funds and large institutions have $3.46B invested in Dimensional International Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 36

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

16% more funds holding in top 10

Funds holding in top 10: 5766 (+9)

9% more funds holding

Funds holding: 224245 (+21)

8% more capital invested

Capital invested by funds: $3.21B → $3.46B (+$254M)

0.83% less ownership

Funds ownership: 85.69%84.86% (-0.83%)

Holders
245
Holders Change
+21
Holders Change %
+9.38%
% of All Funds
3.89%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.05%
New
33
Increased
158
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
26
Arden Trust
Delaware
$27.6M +$4.46M +183,597 +18%
SCM
27
Stordahl Capital Management
Colorado
$27.6M +$336K +13,827 +1%
SIC
28
SJS Investment Consulting
Ohio
$26.4M +$4.89M +201,308 +22%
OMC
29
Old Mission Capital
Illinois
$26.2M +$20.7M +854,546 +319%
PAS
30
Park Avenue Securities
New York
$26.2M +$3.98M +164,073 +17%
Mariner
31
Mariner
Kansas
$25.7M +$6.82M +280,973 +34%
YAL
32
Your Advocates Ltd
Texas
$25.2M -$459K -18,919 -2%
Jane Street
33
Jane Street
New York
$23.8M -$103M -4,258,620 -81%
UWPG
34
Ullmann Wealth Partners Group
Florida
$23.1M +$13.5M +558,075 +129%
RCI
35
RS Crum Inc
California
$22.8M +$971K +39,984 +4%
RWM
36
Rockwood Wealth Management
Pennsylvania
$22.8M -$83.3K -3,429 -0.3%
RK
37
Rather & Kittrell
Tennessee
$22.8M +$2.74M +113,055 +13%
TWD
38
True Wealth Design
Ohio
$22M +$4.49M +184,815 +24%
BJL
39
Brighton Jones LLC
Washington
$21.4M +$3.33M +137,003 +18%
3LCM
40
3D/L Capital Management
Connecticut
$20.9M -$781K -32,181 -3%
AFA
41
Alpha Financial Advisors
North Carolina
$20M +$968K +39,861 +5%
AWM
42
Austin Wealth Management
Texas
$19.9M +$19.9M +820,488 New
WA
43
Wealthstream Advisors
New York
$19.4M +$2.21M +90,841 +12%
PFM
44
Phillips Financial Management
Indiana
$19.3M +$3.81M +157,113 +23%
BC
45
Burney Company
Virginia
$18.8M +$6M +246,992 +44%
BA
46
Bridgewater Advisors
New York
$18.3M +$1.18M +48,461 +7%
ASI
47
Advisory Services & Investments
Oregon
$17M +$234K +9,624 +1%
AAP
48
Arax Advisory Partners
Colorado
$16.7M +$1.14M +46,807 +7%
BEW
49
Burton Enright Welch
California
$16.4M +$1.91M +78,731 +13%
SFG
50
Steward Financial Group
Texas
$16.3M +$1.08M +44,593 +7%

DFIC Hedge Fund Activity: Q3 2023 in Review

245 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q3 2023, worth a combined $3.46B — up 7.9% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DFIC positions and 11 closed out — a net gain of 22 holders — while 158 added to existing stakes and 36 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $73.9M. The largest seller was Jane Street, cutting an estimated $103M.

  • 245 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q3 2023, up from 224 in Q2 2023.
  • Funds reported $3.46B of Dimensional International Core Equity 2 ETF stock for Q3 2023, up 7.9% quarter-over-quarter.
  • 33 funds opened new Dimensional International Core Equity 2 ETF positions in Q3 2023 and 11 closed out, a net change of +22 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q3 2023 was Mercer Global Advisors, an estimated $73.9M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q3 2023 was Jane Street, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.