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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
MML Investors Services
176
MML Investors Services
Massachusetts
$322K +$318K +13,377 New
SFA
177
Sequoia Financial Advisors
Ohio
$291K
Morgan Stanley
178
Morgan Stanley
New York
$271K +$47.2K +1,987 +21%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$252K +$196K +8,229 +362%
OFA
180
Onyx Financial Advisors
Idaho
$246K
AWM
181
Avondale Wealth Management
Texas
$241K +$238K +10,000 New
DAS
182
Dynamic Advisor Solutions
Arizona
$234K +$231K +9,722 New
FWM
183
FMB Wealth Management
California
$233K
CG
184
Caprock Group
Idaho
$217K +$215K +9,036 New
PA
185
PFG Advisors
Arizona
$211K +$208K +8,756 New
AWM
186
Aspire Wealth Management
Massachusetts
$170K +$133K +5,611 +384%
AF
187
Allworth Financial
California
$144K +$43.2K +1,818 +43%
JWA
188
JFS Wealth Advisors
Pennsylvania
$124K +$13.8K +582 +13%
CFO
189
Colony Family Offices
North Carolina
$106K +$105K +4,400 New
RLIM
190
Red Lighthouse Investment Management
New York
$88K
CFGS
191
Concourse Financial Group Securities
Alabama
$65.4K +$64.6K +2,719 New
FA
192
Fortis Advisors
Pennsylvania
$63K +$143 +6 +0.2%
GTAM
193
Global Trust Asset Management
Florida
$62.6K
GRP
194
Global Retirement Partners
California
$62.1K
SFC
195
SYM Financial Corp
Indiana
$59.9K
CT
196
Colonial Trust
South Carolina
$54.4K
EWP
197
Elevation Wealth Partners
California
$50.9K +$50.2K +2,113 New
NSG
198
Nalls Sherbakoff Group
Tennessee
$47.6K +$47.2K +1,985 New
TWA
199
TCI Wealth Advisors
Arizona
$45K
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$37.8K +$37.4K +1,572 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.