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Dimensional International Core Equity 2 ETF

304 hedge funds and large institutions have $4.69B invested in Dimensional International Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 160 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+60
Holders Change %
+24.59%
% of All Funds
4.46%
Holding in Top 10
90
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+38.46%
% of All Funds
1.32%
New
76
Increased
160
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
76
Straight Path Wealth Management
Michigan
$13.3M +$2.04M +79,855 +18%
SHFA
77
SC&H Financial Advisors
Maryland
$13.3M +$697K +27,288 +6%
AA
78
Aire Advisors
California
$12.6M -$792K -31,028 -6%
LWM
79
Liberty Wealth Management
California
$12.6M -$22.4K -876 -0.2%
HSG
80
Helen Stephens Group
Texas
$12.3M +$1.38M +54,241 +13%
LFS
81
Lutz Financial Services
Nebraska
$12.3M +$3.85M +150,699 +46%
MFWP
82
Mosaic Family Wealth Partners
Missouri
$12.3M -$232K -9,090 -2%
PWMG
83
Private Wealth Management Group
New Jersey
$12.2M +$12.2M +479,647 New
Bank of America
84
Bank of America
North Carolina
$12.1M +$4.86M +190,194 +67%
C1AG
85
Client 1st Advisory Group
Florida
$12M +$3.76M +147,469 +46%
GAM
86
Gemmer Asset Management
California
$11.8M -$250K -9,782 -2%
ACC
87
Acorn Creek Capital
Colorado
$11.3M +$11.3M +443,609 New
HIA
88
HTG Investment Advisors
Connecticut
$11.2M +$1.38M +54,056 +14%
GA
89
Greenspring Advisors
Maryland
$11.1M -$158K -6,202 -1%
SWM
90
Soundmark Wealth Management
Washington
$11M +$886K +34,698 +9%
WWP
91
Waypoint Wealth Partners
California
$10.8M +$2.81M +110,155 +35%
HNWA
92
Henrickson Nauta Wealth Advisors
Michigan
$10.7M -$823K -32,255 -7%
SRCM
93
Signature Resources Capital Management
California
$10.7M +$10.7M +417,294 New
Creative Planning
94
Creative Planning
Kansas
$10.5M +$9.44M +369,820 +883%
WG
95
Watchman Group
Texas
$10.1M +$10.1M +395,851 New
ODA
96
One Degree Advisors
California
$10.1M +$10.1M +403,118 New
CPIG
97
Chicago Partners Investment Group
Illinois
$9.79M +$1.43M +56,906 +17%
BWA
98
BCU Wealth Advisors
Illinois
$9.77M +$9.77M +382,639 New
Betterment LLC
99
Betterment LLC
New York
$9.54M +$2.92M +114,345 +44%
PHWM
100
Pine Harbor Wealth Management
Maryland
$9.2M +$9.2M +360,251 New