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Dimensional International Core Equity 2 ETF

317 hedge funds and large institutions have $5.15B invested in Dimensional International Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 201 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 59

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $4.72B → $5.15B (+$422M)

3% more funds holding

Funds holding: 307317 (+10)

0% more funds holding in top 10

Funds holding in top 10: 9292 (0)

0% more call options, than puts

Call options by funds: $3K | Put options by funds: $3K

3.7% less ownership

Funds ownership: 92.43%88.73% (-3.7%)

Holders
317
Holders Change
+10
Holders Change %
+3.26%
% of All Funds
4.57%
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.33%
New
27
Increased
201
Reduced
59
Closed
12
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
76
Krilogy Financial
Missouri
$15.8M +$224K +8,728 +2%
SPWM
77
Straight Path Wealth Management
Michigan
$15.2M +$1.21M +47,027 +9%
SHFA
78
SC&H Financial Advisors
Maryland
$15.2M +$1.23M +48,127 +9%
ACP
79
Aveo Capital Partners
Colorado
$15.2M +$328K +12,788 +2%
Financial Engines Advisors
80
Financial Engines Advisors
California
$15.1M +$14.5M +564,378 New
PWMG
81
Private Wealth Management Group
New Jersey
$14.9M +$1.96M +76,344 +16%
LFS
82
Lutz Financial Services
Nebraska
$14.7M +$1.73M +67,599 +14%
WCA
83
Waypoint Capital Advisors
Minnesota
$14.5M
SIM
84
Studio Investment Management
Illinois
$14.4M +$8.03M +313,010 +139%
GA
85
Greenspring Advisors
Maryland
$14.2M +$2.47M +96,458 +22%
C1AG
86
Client 1st Advisory Group
Florida
$14.2M +$1.52M +59,132 +13%
MFWP
87
Mosaic Family Wealth Partners
Missouri
$14.2M +$1.26M +48,935 +10%
SWM
88
Soundmark Wealth Management
Washington
$13.6M +$1.9M +74,157 +17%
HIA
89
HTG Investment Advisors
Connecticut
$13.4M +$1.6M +62,524 +14%
AA
90
Aire Advisors
California
$13.2M +$11.9K +463 +0.1%
LWM
91
Liberty Wealth Management
California
$13.1M -$31.4K -1,222 -0.2%
PHWM
92
Pine Harbor Wealth Management
Maryland
$12.7M +$2.95M +114,973 +32%
HNWA
93
Henrickson Nauta Wealth Advisors
Michigan
$12.7M +$1.59M +61,918 +15%
ACC
94
Acorn Creek Capital
Colorado
$12.4M +$546K +21,270 +5%
BWA
95
BCU Wealth Advisors
Illinois
$12.3M +$1.98M +77,138 +20%
CFGA
96
Cambridge Financial Group (Arizona)
Arizona
$12.2M +$491K +19,133 +4%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$11.9M +$8.77M +342,012 +337%
WWP
98
Waypoint Wealth Partners
California
$11.8M +$488K +19,010 +5%
Creative Planning
99
Creative Planning
Kansas
$11.8M +$726K +28,302 +7%
GAM
100
Gemmer Asset Management
California
$11.6M -$728K -28,367 -6%

DFIC Hedge Fund Activity: Q1 2024 in Review

317 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q1 2024, worth a combined $5.15B — up 8.9% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIC positions and 12 closed out — a net gain of 15 holders — while 201 added to existing stakes and 59 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $52.4M. The largest seller was Jane Street, cutting an estimated $128M.

  • 317 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $5.15B of Dimensional International Core Equity 2 ETF stock for Q1 2024, up 8.9% quarter-over-quarter.
  • 27 funds opened new Dimensional International Core Equity 2 ETF positions in Q1 2024 and 12 closed out, a net change of +15 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $52.4M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q1 2024 was Jane Street, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2024.