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Dimensional International Core Equity 2 ETF

307 hedge funds and large institutions have $4.72B invested in Dimensional International Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 161 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 12

235% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 48

39% more funds holding in top 10

Funds holding in top 10: 6692 (+26)

36% more capital invested

Capital invested by funds: $3.46B → $4.72B (+$1.26B)

25% more funds holding

Funds holding: 245307 (+62)

7.57% more ownership

Funds ownership: 84.86%92.43% (+7.6%)

Holders
307
Holders Change
+62
Holders Change %
+25.31%
% of All Funds
4.48%
Holding in Top 10
92
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+39.39%
% of All Funds
1.34%
New
78
Increased
161
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$33.7M +$9.64M +405,446 +44%
AT
27
Arden Trust
Delaware
$33.4M +$2.99M +125,626 +11%
RWM
28
Rockwood Wealth Management
Pennsylvania
$32.8M +$7.31M +307,268 +31%
KA
29
Kooman & Associates
Pennsylvania
$32.4M +$2M +84,051 +7%
PAS
30
Park Avenue Securities
New York
$31.7M +$2.84M +119,342 +11%
SCM
31
Stordahl Capital Management
Colorado
$31.2M +$948K +39,842 +3%
SIC
32
SJS Investment Consulting
Ohio
$31.1M +$2.1M +88,215 +8%
EA
33
Efficient Advisors
Ohio
$31M +$431K +18,138 +2%
Mariner
34
Mariner
Kansas
$29.4M +$1.24M +52,335 +5%
ADL
35
Asset Dedication LLC
California
$28.5M -$2.5M -105,293 -9%
UWPG
36
Ullmann Wealth Partners Group
Florida
$28M +$2.51M +105,666 +11%
RK
37
Rather & Kittrell
Tennessee
$27.9M +$2.76M +116,154 +12%
TWD
38
True Wealth Design
Ohio
$26.8M +$2.48M +104,156 +11%
RCI
39
RS Crum Inc
California
$25.9M +$865K +36,389 +4%
NA
40
NewEdge Advisors
Louisiana
$25.5M +$9.25M +388,933 +61%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$25.4M +$7.4M +311,228 +46%
PFM
42
Phillips Financial Management
Indiana
$25.3M +$3.85M +162,004 +20%
WA
43
Wealthstream Advisors
New York
$23.6M +$2.19M +92,255 +11%
BC
44
Burney Company
Virginia
$23.5M +$2.74M +115,383 +14%
AFA
45
Alpha Financial Advisors
North Carolina
$22.9M +$967K +40,639 +5%
LEFP
46
Leading Edge Financial Planning
Tennessee
$22.9M +$15.1M +636,323 +246%
BA
47
Bridgewater Advisors
New York
$22.6M +$2.39M +100,448 +13%
FIM
48
Freedom Investment Management
Connecticut
$22.5M +$21M +881,375 New
YAL
49
Your Advocates Ltd
Texas
$22.1M -$5.05M -212,137 -20%
AC
50
Apella Capital
Connecticut
$21.9M +$17.5M +737,810 +563%

DFIC Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q4 2023, worth a combined $4.72B — up 36% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new DFIC positions and 12 closed out — a net gain of 66 holders — while 161 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, adding an estimated $101M. The largest seller was Old Mission Capital, cutting an estimated $24.4M.

  • 307 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q4 2023, up from 245 in Q3 2023.
  • Funds reported $4.72B of Dimensional International Core Equity 2 ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 78 funds opened new Dimensional International Core Equity 2 ETF positions in Q4 2023 and 12 closed out, a net change of +66 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q4 2023 was Jane Street, an estimated $101M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q4 2023 was Old Mission Capital, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2023.