We are live on ! Find out more
DFIC icon

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
QHA
76
Quarry Hill Advisors
Minnesota
$8.32M -$126K -5,170 -1%
AC
77
Applied Capital
Arkansas
$8.32M +$397K +16,365 +5%
THL
78
Tillman Hartley LLC
Colorado
$8.1M -$16.3K -671 -0.2%
KAS
79
Kestra Advisory Services
Texas
$7.96M +$1.86M +76,534 +29%
PCM
80
Passive Capital Management
Maryland
$7.9M +$109K +4,478 +1%
TFA
81
Triad Financial Advisors
North Carolina
$7.77M +$2.8M +115,255 +53%
LFS
82
Lutz Financial Services
Nebraska
$7.71M +$1.59M +65,394 +25%
JP Morgan Chase
83
JP Morgan Chase
New York
$7.71M +$318K +13,091 +4%
AF
84
Advisornet Financial
Minnesota
$7.6M +$2.16M +88,775 +37%
C1AG
85
Client 1st Advisory Group
Florida
$7.56M +$5.21M +214,540 +197%
CPIG
86
Chicago Partners Investment Group
Illinois
$7.49M +$1.98M +81,462 +32%
JC
87
Jentner Corp
Ohio
$7.35M +$1.68M +69,134 +28%
WWP
88
Waypoint Wealth Partners
California
$7.28M -$175K -7,199 -2%
Bank of America
89
Bank of America
North Carolina
$6.61M +$796K +32,797 +13%
LFA
90
LifeGuide Financial Advisors
Pennsylvania
$6.48M +$6.74M +277,664 New
V
91
VeraBank
Texas
$6.27M +$496K +20,432 +8%
AIS
92
American Investment Services
Massachusetts
$6.21M +$654K +26,941 +11%
Betterment LLC
93
Betterment LLC
New York
$6.06M +$2.31M +95,245 +58%
LEFP
94
Leading Edge Financial Planning
Tennessee
$6.05M +$6.29M +258,924 New
RFP
95
RCS Financial Planning
Maryland
$5.97M +$628K +25,881 +11%
NRWA
96
North Ridge Wealth Advisors
Oregon
$5.89M +$317K +13,041 +5%
CCA
97
Cravens & Co Advisors
Tennessee
$5.64M +$142K +5,837 +2%
SIM
98
Studio Investment Management
Illinois
$5.51M +$19.9K +821 +0.3%
RWM
99
Ruedi Wealth Management
Illinois
$5.32M +$213K +8,786 +4%
Stifel Financial
100
Stifel Financial
Missouri
$5.26M

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.