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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
Bank of America
101
Bank of America
North Carolina
$3.03M +$2.99M +125,887 New
Truist Financial
102
Truist Financial
North Carolina
$3M +$2.96M +124,662 New
GVAG
103
Great Valley Advisor Group
Delaware
$2.97M +$248K +10,451 +9%
WP
104
WealthSource Partners
California
$2.97M +$94.6K +3,981 +3%
HKIMG
105
Hutchens & Kramer Investment Management Group
Indiana
$2.85M +$2.37M +99,649 +528%
SAG
106
SageView Advisory Group
California
$2.84M +$54.1K +2,277 +2%
KOMWMG
107
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.78M +$2.75M +115,512 New
SFM
108
Signet Financial Management
New Jersey
$2.75M +$732K +30,783 +37%
CIAS
109
CFS Investment Advisory Services
New Jersey
$2.65M +$25.5K +1,071 +1%
SFS
110
Sowell Financial Services
Arkansas
$2.63M +$123K +5,170 +5%
Betterment LLC
111
Betterment LLC
New York
$2.42M +$1.5M +63,199 +170%
KAM
112
KEB Asset Management
Illinois
$2.33M +$222K +9,346 +11%
FOA
113
Five Oceans Advisors
California
$2.13M +$412K +17,342 +24%
ST
114
Sageworth Trust
Pennsylvania
$2.04M +$1.25M +52,437 +163%
LOPW
115
Live Oak Private Wealth
North Carolina
$2.01M
CWM
116
Cahill Wealth Management
Michigan
$1.92M +$127K +5,364 +7%
BPA
117
Beacon Pointe Advisors
California
$1.89M +$120K +5,055 +7%
BCI
118
Brinker Capital Investments
Pennsylvania
$1.84M +$1.81M +76,330 New
OPS
119
Orion Portfolio Solutions
Nebraska
$1.84M +$1.81M +76,330 New
PW
120
Peninsula Wealth
California
$1.83M +$79K +3,323 +5%
SC
121
Savant Capital
Illinois
$1.69M +$630K +26,529 +61%
CFA
122
Cahill Financial Advisors
Minnesota
$1.61M
FTUS
123
Flow Traders U.S.
New York
$1.5M +$1.48M +62,408 New
FA
124
Financial Alternatives
California
$1.45M -$5.23K -220 -0.4%
LNC
125
Lincoln National Corp
Pennsylvania
$1.41M +$1.39M +58,645 New

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.