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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$16M +$1.69M +69,507 +11%
BCM
52
Blume Capital Management
California
$15M +$835K +34,398 +6%
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$14.9M +$1.3M +53,486 +9%
NA
54
NewEdge Advisors
Louisiana
$14.8M +$2.04M +84,011 +15%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$14.4M +$2.66M +109,549 +22%
FAAM
56
First Ascent Asset Management
Colorado
$14.3M +$2.02M +83,210 +16%
BSW
57
Buckingham Strategic Wealth
Missouri
$14M +$2.45M +100,766 +20%
KF
58
Krilogy Financial
Missouri
$13.1M +$1.26M +52,031 +10%
EAM
59
Evanson Asset Management
California
$12.8M +$1.64M +67,681 +14%
ACP
60
Aveo Capital Partners
Colorado
$12.7M +$200K +8,232 +2%
RIM
61
Rockbridge Investment Management
New York
$12.6M +$1.42M +58,316 +12%
PFG
62
Pinnacle Financial Group
Illinois
$12.4M +$450K +18,549 +4%
AA
63
Aire Advisors
California
$12.3M +$1.36M +56,029 +12%
LWM
64
Liberty Wealth Management
California
$11.5M +$56.7K +2,337 +0.5%
SHFA
65
SC&H Financial Advisors
Maryland
$11.5M +$600K +24,704 +5%
MFWP
66
Mosaic Family Wealth Partners
Missouri
$11.4M +$816K +33,611 +7%
GAM
67
Gemmer Asset Management
California
$11M +$633K +26,089 +6%
HNWA
68
Henrickson Nauta Wealth Advisors
Michigan
$10.5M +$3.16M +130,335 +41%
SPWM
69
Straight Path Wealth Management
Michigan
$10.3M +$963K +39,660 +10%
GA
70
Greenspring Advisors
Maryland
$10.3M +$916K +37,712 +9%
HSG
71
Helen Stephens Group
Texas
$9.97M +$558K +22,964 +6%
SWM
72
Soundmark Wealth Management
Washington
$9.29M +$2.12M +87,506 +28%
HIA
73
HTG Investment Advisors
Connecticut
$8.98M +$1.73M +71,181 +23%
WCA
74
Waypoint Capital Advisors
Minnesota
$8.63M
ST
75
Sageworth Trust
Pennsylvania
$8.5M +$3.76M +154,776 +74%

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.