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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
AC
126
Apella Capital
Connecticut
$3.06M +$2.53M +104,256 +388%
RA
127
RFG Advisory
Alabama
$3.04M +$380K +15,656 +14%
Morgan Stanley
128
Morgan Stanley
New York
$2.94M +$2.09M +85,999 +216%
WP
129
WealthSource Partners
California
$2.92M -$37K -1,523 -1%
SAG
130
SageView Advisory Group
California
$2.8M +$39.3K +1,617 +1%
SFS
131
Sowell Financial Services
Arkansas
$2.62M +$91.1K +3,753 +3%
CIAS
132
CFS Investment Advisory Services
New Jersey
$2.51M +$1.31K +54 +0.1%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$2.46M +$627K +25,825 +32%
KAM
134
KEB Asset Management
Illinois
$2.44M +$100K +4,125 +4%
LOPW
135
Live Oak Private Wealth
North Carolina
$2.09M
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$2.14M +88,340 New
BPA
137
Beacon Pointe Advisors
California
$2.01M +$429K +17,661 +26%
NWM
138
Northwest Wealth Management
Iowa
$2M +$510K +21,004 +32%
MML Investors Services
139
MML Investors Services
Massachusetts
$2M +$133K +5,498 +7%
CWM
140
Cahill Wealth Management
Michigan
$1.96M +$12.4K +511 +0.6%
EWA
141
EverSource Wealth Advisors
Alabama
$1.92M +$432K +17,777 +28%
CC
142
Copperleaf Capital
North Carolina
$1.86M +$377K +15,510 +24%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$1.82M +$463K +19,053 +32%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$1.8M +$1.53M +62,986 +451%
OIA
145
OneDigital Investment Advisors
Kansas
$1.69M +$979K +40,318 +126%
PW
146
Peninsula Wealth
California
$1.6M -$148K -6,113 -8%
CFA
147
Cahill Financial Advisors
Minnesota
$1.53M -$19.9K -818 -1%
FA
148
Financial Alternatives
California
$1.38M -$20.4K -839 -1%
NL
149
NWAM LLC
Washington
$1.32M +$768K +31,637 +127%
RFP
150
Root Financial Partners
California
$1.3M +$36.7K +1,510 +3%

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.