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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
V
126
VeraBank
Texas
$1.4M +$1.38M +58,019 New
EWA
127
EverSource Wealth Advisors
Alabama
$1.39M +$173K +7,287 +14%
NWM
128
Northwest Wealth Management
Iowa
$1.35M +$334K +14,074 +34%
WCWM
129
Willow Creek Wealth Management
California
$1.24M +$91.5K +3,852 +8%
RFP
130
Root Financial Partners
California
$1.22M +$1.2M +50,621 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$1.21M +$1.2M +50,378 New
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$1.19M +$1.18M +49,568 New
MWM
133
Modera Wealth Management
New Jersey
$1.16M +$452 +19 +0%
RA
134
RFG Advisory
Alabama
$1.02M +$785K +33,029 +352%
Creative Planning
135
Creative Planning
Kansas
$1.02M +$10.1K +423 +1%
GWA
136
Geometric Wealth Advisors
District of Columbia
$995K +$155K +6,508 +19%
CC
137
Copperleaf Capital
North Carolina
$919K +$668K +28,107 +279%
PWIA
138
Porter White Investment Advisors
Alabama
$888K +$48.5K +2,039 +6%
MRWM
139
ML&R Wealth Management
Texas
$869K +$191K +8,025 +29%
PAG
140
Private Advisor Group
New Jersey
$820K +$61.6K +2,594 +8%
SC
141
Schubert & Co
Texas
$809K +$225K +9,462 +39%
CPWM
142
Cypress Point Wealth Management
Texas
$791K +$781K +32,878 New
AFG
143
Altiora Financial Group
Ohio
$717K +$250K +10,500 +54%
2L
144
25 LLC
Missouri
$711K +$683K +28,754 New
EWA
145
EP Wealth Advisors
California
$620K +$625K +26,301 New
BCM
146
Brainard Capital Management
Texas
$611K +$215K +9,044 +55%
AMC
147
Asset Management Corp
Illinois
$586K +$219K +9,225 +61%
QCIG
148
Quad-Cities Investment Group
Iowa
$572K +$266K +11,173 +89%
UWPG
149
Ullmann Wealth Partners Group
Florida
$570K +$563K +23,672 New
NL
150
NWAM LLC
Washington
$558K +$15.8K +664 +3%

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.