Dimensional International Core Equity 2 ETF
DFIC
179 hedge funds and large institutions have $1.7B invested in Dimensional International Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 75 increasing their positions, 14 reducing their positions, and 3 closing their positions.
2,767% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 3
436% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 14
147% more capital invested
Capital invested by funds: $689M → $1.7B (+$1.01B)
92% more funds holding in top 10
Funds holding in top 10: 24 → 46 (+22)
83% more funds holding
Funds holding: 98 → 179 (+81)
80.63% more ownership
Funds ownership: 0% → 80.63% (+81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$102M |
| 2 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$83.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$81.4M |
| 4 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$79.1M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$69.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$43.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$27.6M |
| 3 |
CFC
Coyle Financial Counsel
Glenview,
Illinois
|
-$11.8M |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$11.8M |
| 5 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$3.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFA
176
McClarren Financial Advisors
State College,
Pennsylvania
| $19K | +$18.5K | +864 | New |
|
|
IA
177
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
|
JHCP
178
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $3.35K | -$3.21K | -150 | -50% |
|
179
Bessemer Group
Woodbridge,
New Jersey
| $1K | +$940 | +44 | New |
|
|
KMWM
180
Keudell/Morrison Wealth Management
Salem,
Oregon
| – | -$11.8M | -615,671 | Closed |
|
181
Goldman Sachs
New York
| – | -$370K | -19,331 | Closed |
|
|
CWM
182
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| – | -$255K | -13,294 | Closed |
|
DFIC Hedge Fund Activity: Q4 2022 in Review
179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q4 2022, worth a combined $1.7B — up 147% from $689M a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new DFIC positions and 3 closed out — a net gain of 83 holders — while 75 added to existing stakes and 14 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $102M. The largest seller was CFS Investment Advisory Services, cutting an estimated $43.3M.
- 179 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q4 2022, up from 98 in Q3 2022.
- Funds reported $1.7B of Dimensional International Core Equity 2 ETF stock for Q4 2022, up 147% quarter-over-quarter.
- 86 funds opened new Dimensional International Core Equity 2 ETF positions in Q4 2022 and 3 closed out, a net change of +83 holders.
- The largest Dimensional International Core Equity 2 ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $102M added.
- The largest Dimensional International Core Equity 2 ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $43.3M sold.
Based on aggregated 13F filings for Q4 2022.