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Dimensional International Core Equity 2 ETF

98 hedge funds and large institutions have $689M invested in Dimensional International Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

181% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 16

38% more funds holding

Funds holding: 7198 (+27)

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

44% less capital invested

Capital invested by funds: $1.22B → $689M (-$532M)

Holders
98
Holders Change
+27
Holders Change %
+38.03%
% of All Funds
1.69%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
36
Increased
45
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$75.4M +$27.7M +1,292,833 +49%
SFS
2
Summit Financial Strategies
Ohio
$55.4M +$61.5M +2,865,643 +10,197%
FFM
3
Forum Financial Management
Illinois
$46M +$43.8M +2,039,099 +566%
TI
4
Truepoint Inc
Ohio
$41.2M +$45.9M +2,139,138 +22,234%
SSC
5
Syverson Strege & Co
Iowa
$32.7M +$1.76M +81,950 +5%
AC
6
AWM Capital
Arizona
$31.1M +$29.8M +1,388,197 New
Baird Financial Group
7
Baird Financial Group
Wisconsin
$25.2M +$28.2M +1,313,319 New
ADL
8
Asset Dedication LLC
California
$24M +$1.78M +83,102 +7%
RRC
9
Relaxing Retirement Coach
Massachusetts
$22.7M +$11.4M +530,088 +81%
EK
10
Evensky & Katz
Florida
$22.2M +$18.2M +847,013 +274%
LWM
11
Liberty Wealth Management
California
$20.9M +$21.8M +1,015,763 +1,349%
3LCM
12
3D/L Capital Management
Connecticut
$20.8M +$1.51M +70,307 +7%
SCM
13
Stordahl Capital Management
Colorado
$19.2M +$9.56M +445,498 +80%
HIGP
14
Hill Investment Group Partners
Missouri
$19.1M -$117K -5,442 -0.5%
CFC
15
Coyle Financial Counsel
Illinois
$14.3M +$151K +7,030 +0.9%
ASI
16
Advisory Services & Investments
Oregon
$12.5M +$3.15M +146,639 +29%
SIC
17
SJS Investment Consulting
Ohio
$12M +$13.5M +626,728 New
KMWM
18
Keudell/Morrison Wealth Management
Oregon
$11.8M -$1.2M -56,139 -8%
BCM
19
Blume Capital Management
California
$11.2M +$12.6M +587,125 New
BEW
20
Burton Enright Welch
California
$9.78M +$4.73M +220,438 +76%
Mariner
21
Mariner
Kansas
$9.16M +$10.3M +478,267 New
RWM
22
Rockwood Wealth Management
Pennsylvania
$8.84M +$7.78M +362,403 +366%
ACP
23
Aveo Capital Partners
Colorado
$8.65M +$2.78M +129,621 +40%
PCM
24
Passive Capital Management
Maryland
$6.3M +$6.81M +317,462 +2,817%
GAM
25
Gemmer Asset Management
California
$6.05M +$6.77M +315,657 New

DFIC Hedge Fund Activity: Q3 2022 in Review

98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q3 2022, worth a combined $689M — down 44% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFIC positions and 9 closed out — a net gain of 27 holders — while 45 added to existing stakes and 16 trimmed.

The largest buyer was Summit Financial Strategies, adding an estimated $61.5M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $862M sold.

  • 98 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q3 2022, up from 71 in Q2 2022.
  • Funds reported $689M of Dimensional International Core Equity 2 ETF stock for Q3 2022, down 44% quarter-over-quarter.
  • 36 funds opened new Dimensional International Core Equity 2 ETF positions in Q3 2022 and 9 closed out, a net change of +27 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q3 2022 was Summit Financial Strategies, an estimated $61.5M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q3 2022 was Dimensional Fund Advisors, an estimated $862M sold.

Based on aggregated 13F filings for Q3 2022.