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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
QCIG
176
Quad-Cities Investment Group
Iowa
$596K +$53.5K +2,203 +9%
DAS
177
Dynamic Advisor Solutions
Arizona
$555K +$84.3K +3,470 +17%
GCA
178
Gradient Capital Advisors
California
$536K
AFGAS
179
Allegiance Financial Group Advisory Services
Virginia
$521K +$4.08K +168 +0.8%
VCM
180
Versant Capital Management
Arizona
$513K -$61.5K -2,531 -10%
W
181
WorthPointe
California
$506K +$526K +21,668 New
SDWIA
182
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$492K +$23.3K +961 +5%
CFA
183
Capstone Financial Advisors
Illinois
$485K
CA
184
Continuum Advisory
Idaho
$475K +$35.8K +1,476 +8%
MSFS
185
Main Street Financial Solutions
Pennsylvania
$454K +$472K +19,437 New
CMBA
186
C.M. Bidwell & Associates
Hawaii
$448K -$12K -495 -3%
WRPWM
187
Werba Rubin Papier Wealth Management
California
$418K -$47.5K -1,955 -10%
GSC
188
Grey Street Capital
Illinois
$414K +$2.02K +83 +0.5%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$405K +$421K +17,344 New
MA
190
Mutual Advisors
Nebraska
$402K -$3.76K -155 -0.9%
SM
191
Sensible Money
Arizona
$396K
PWM
192
Perigon Wealth Management
California
$392K
DEM
193
Disciplined Equity Management
Florida
$383K +$971 +40 +0.2%
CA
194
Claris Advisors
Missouri
$382K +$2.96K +122 +0.8%
WP
195
Wealthspan Partners
Iowa
$355K +$369K +15,184 New
GAM
196
GEM Asset Management
Michigan
$345K +$10.8K +446 +3%
SWA
197
Sax Wealth Advisors
New Jersey
$335K
IAG
198
Investmark Advisory Group
Connecticut
$327K +$6.97K +287 +2%
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$324K +$337K +13,881 New
WS
200
Wedbush Securities
California
$322K +$335K +13,800 New

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.