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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
BC
51
Burney Company
Virginia
$11.2M +$3.92M +164,842 +55%
RIM
52
Rockbridge Investment Management
New York
$10.9M +$1.77M +74,318 +20%
SHFA
53
SC&H Financial Advisors
Maryland
$10.7M +$1.21M +51,015 +13%
GAM
54
Gemmer Asset Management
California
$10.5M +$994K +41,838 +11%
AA
55
Aire Advisors
California
$10.2M +$9.99M +420,156 New
KF
56
Krilogy Financial
Missouri
$10.1M +$2.72M +114,366 +38%
MFWP
57
Mosaic Family Wealth Partners
Missouri
$9.98M +$6.79M +285,710 +222%
EAM
58
Evanson Asset Management
California
$9.26M +$3.5M +147,231 +62%
SPWM
59
Straight Path Wealth Management
Michigan
$8.86M +$1.27M +53,281 +17%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$8.85M +$8.74M +367,677 New
NA
61
NewEdge Advisors
Louisiana
$8.62M +$6.73M +283,257 +377%
QHA
62
Quarry Hill Advisors
Minnesota
$8.55M -$17.7K -745 -0.2%
WCA
63
Waypoint Capital Advisors
Minnesota
$8.44M +$943K +39,696 +13%
PCM
64
Passive Capital Management
Maryland
$8.2M +$565K +23,755 +7%
HSG
65
Helen Stephens Group
Texas
$8.09M +$3.23M +135,990 +68%
WWP
66
Waypoint Wealth Partners
California
$7.89M -$162K -6,800 -2%
AC
67
Applied Capital
Arkansas
$7.68M +$166K +7,002 +2%
OMC
68
Old Mission Capital
Illinois
$7.43M +$7.34M +308,687 New
THL
69
Tillman Hartley LLC
Colorado
$7.16M +$375K +15,786 +6%
HIA
70
HTG Investment Advisors
Connecticut
$7.15M +$431K +18,142 +7%
SWM
71
Soundmark Wealth Management
Washington
$6.5M +$1.97M +83,062 +44%
BSW
72
Buckingham Strategic Wealth
Missouri
$6.46M
JP Morgan Chase
73
JP Morgan Chase
New York
$6.33M +$1.22M +51,265 +24%
HNWA
74
Henrickson Nauta Wealth Advisors
Michigan
$6.23M +$1.02M +42,738 +20%
KAS
75
Kestra Advisory Services
Texas
$6.03M +$728K +30,617 +14%

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.