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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
AF
76
Advisornet Financial
Minnesota
$5.87M -$1.64M -69,117 -22%
CCA
77
Cravens & Co Advisors
Tennessee
$5.8M +$334K +14,073 +6%
GWM
78
Grand Wealth Management
Michigan
$5.75M +$97.5K +4,103 +2%
AIS
79
American Investment Services
Massachusetts
$5.67M
NRWA
80
North Ridge Wealth Advisors
Oregon
$5.37M +$5.3M +223,201 New
CPA
81
Cardiff Park Advisors
California
$5.28M +$79.7K +3,353 +2%
RFP
82
RCS Financial Planning
Maryland
$5.26M +$113K +4,768 +2%
LFS
83
Lutz Financial Services
Nebraska
$5.13M +$2.32M +97,412 +84%
PWM
84
PBMares Wealth Management
Virginia
$5.12M +$338K +14,210 +7%
API
85
Advisor Partners II
California
$5.03M +$1.79M +75,377 +56%
TFA
86
Triad Financial Advisors
North Carolina
$4.85M -$500K -21,043 -9%
RWM
87
Ruedi Wealth Management
Illinois
$4.74M +$585K +24,609 +14%
CPIG
88
Chicago Partners Investment Group
Illinois
$4.65M +$1.88M +79,273 +73%
CFC
89
Coyle Financial Counsel
Illinois
$4.6M -$42.4K -1,783 -0.9%
MWA
90
Mills Wealth Advisors
Texas
$4.57M +$678K +28,519 +18%
WW
91
Waterfront Wealth
Kansas
$4.44M +$2.15M +90,513 +96%
Corient Private Wealth
92
Corient Private Wealth
Florida
$4.32M +$2.87M +120,630 +205%
SIM
93
Studio Investment Management
Illinois
$4.31M +$4.25M +178,992 New
MFT
94
Moisand Fitzgerald Tamayo
Florida
$4.19M -$249K -10,496 -6%
Osaic Holdings
95
Osaic Holdings
Arizona
$3.99M +$440K +18,496 +13%
RC
96
RBF Capital
California
$3.97M
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$3.34M +$3.22M +135,662 +4,150%
JC
98
Jentner Corp
Ohio
$3.32M +$1.73M +72,700 +112%
AWM
99
Apollon Wealth Management
South Carolina
$3.27M +$2.16M +90,700 +202%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$3.04M +$315K +13,265 +12%

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.