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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
FWP
201
Firethorn Wealth Partners
Georgia
$316K +$329K +13,543 New
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$305K +$319K +13,135 New
CAM
203
Clark Asset Management
New Hampshire
$303K -$163K -6,703 -34%
RLIM
204
Red Lighthouse Investment Management
New York
$299K +$222K +9,132 +250%
PWP
205
Perfromance Wealth Partners
Illinois
$286K
SFA
206
Sequoia Financial Advisors
Ohio
$283K -$3.06K -126 -1%
MWA
207
Monograph Wealth Advisors
California
$280K +$291K +11,998 New
SW
208
Simplicity Wealth
New Jersey
$278K +$289K +11,890 New
JWA
209
JFS Wealth Advisors
Pennsylvania
$269K +$155K +6,374 +124%
TP
210
Tranquility Partners
Tennessee
$242K +$251K +10,343 New
PA
211
PFG Advisors
Arizona
$233K +$18.3K +754 +8%
EE
212
EWG Elevate
California
$230K +$239K +9,860 New
OFA
213
Onyx Financial Advisors
Idaho
$223K -$16.3K -670 -7%
CG
214
Caprock Group
Idaho
$216K -$1.21K -50 -0.5%
AWM
215
Aspire Wealth Management
Massachusetts
$196K +$2.87K +118 +1%
AWM
216
Avondale Wealth Management
Texas
$140K -$97.1K -4,000 -40%
EWA
217
EP Wealth Advisors
California
$122K -$512K -21,097 -80%
AF
218
Allworth Financial
California
$116K -$27.6K -1,135 -19%
APC
219
Aspire Private Capital
North Carolina
$105K +$34.7K +1,429 +47%
GTAM
220
Global Trust Asset Management
Florida
$79.4K +$19.4K +800 +31%
CFGS
221
Concourse Financial Group Securities
Alabama
$63.5K
SFC
222
SYM Financial Corp
Indiana
$58.2K +$49 +2 +0.1%
CT
223
Colonial Trust
South Carolina
$58.2K +$5.56K +229 +10%
EWP
224
Elevation Wealth Partners
California
$49.3K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$48K +$49.5K +2,040 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.