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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
GWM
101
Grand Wealth Management
Michigan
$5.22M +$10K +412 +0.2%
CPA
102
Cardiff Park Advisors
California
$5.18M +$82K +3,379 +2%
PWM
103
PBMares Wealth Management
Virginia
$5.12M +$113K +4,659 +2%
HIG
104
Heritage Investment Group
Florida
$5.07M +$2.19M +90,096 +71%
MWA
105
Mills Wealth Advisors
Texas
$5.01M +$284K +11,679 +6%
WW
106
Waterfront Wealth
Kansas
$4.9M +$214K +8,809 +4%
CFC
107
Coyle Financial Counsel
Illinois
$4.84M +$389K +16,003 +8%
Corient Private Wealth
108
Corient Private Wealth
Florida
$4.64M +$416K +17,154 +9%
MWM
109
Mattern Wealth Management
Kansas
$4.62M +$4.81M +198,040 New
API
110
Advisor Partners II
California
$4.58M -$460K -18,965 -9%
RC
111
RBF Capital
California
$4.09M +$243K +10,000 +6%
Truist Financial
112
Truist Financial
North Carolina
$4.07M -$1.15M -47,229 -21%
AWM
113
Apollon Wealth Management
South Carolina
$4.06M +$223K +9,200 +6%
MFT
114
Moisand Fitzgerald Tamayo
Florida
$4.03M +$47.6K +1,962 +1%
SFM
115
Signet Financial Management
New Jersey
$4.03M +$18.5K +760 +0.4%
BCI
116
Brinker Capital Investments
Pennsylvania
$3.83M +$622K +25,629 +19%
OPS
117
Orion Portfolio Solutions
Nebraska
$3.83M +$622K +25,629 +19%
HKIMG
118
Hutchens & Kramer Investment Management Group
Indiana
$3.81M +$61.3K +2,524 +2%
CPWM
119
Cypress Point Wealth Management
Texas
$3.75M +$2.32M +95,667 +147%
LNC
120
Lincoln National Corp
Pennsylvania
$3.64M +$1.44M +59,384 +62%
FOA
121
Five Oceans Advisors
California
$3.62M +$1.34M +55,282 +55%
DF
122
DecisionPoint Financial
Arizona
$3.24M +$2.76M +113,539 +449%
GVAG
123
Great Valley Advisor Group
Delaware
$3.17M +$315K +12,975 +11%
KOMWMG
124
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.16M +$156K +6,414 +5%
CAM
125
Cresset Asset Management
Illinois
$3.08M

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.