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Dimensional International Core Equity 2 ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2446 (+22)

83% more funds holding

Funds holding: 98179 (+81)

80.63% more ownership

Funds ownership: 0%80.63% (+81%)

Holders
179
Holders Change
+81
Holders Change %
+82.65%
% of All Funds
2.88%
Holding in Top 10
46
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+91.67%
% of All Funds
0.74%
New
86
Increased
75
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$136M +$79.1M +3,700,307 +154%
EK
2
Evensky & Katz
Florida
$113M +$83.3M +3,898,114 +337%
PFO
3
Pathstone Family Office
New Jersey
$107M +$102M +4,776,794 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$87.7M +$81.4M +3,808,231 +3,277%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$73M +$69.8M +3,267,556 New
SFS
6
Summit Financial Strategies
Ohio
$72.4M +$7.39M +345,776 +12%
GWWM
7
Great Waters Wealth Management
Minnesota
$60.7M +$53.3M +2,492,909 New
HighTower Advisors
8
HighTower Advisors
Illinois
$59M -$27.6M -1,292,259 -33%
TI
9
Truepoint Inc
Ohio
$44.2M -$3.66M -171,043 -8%
RRC
10
Relaxing Retirement Coach
Massachusetts
$43.4M +$16.2M +756,736 +64%
SSC
11
Syverson Strege & Co
Iowa
$40.4M +$2.19M +102,382 +6%
RIM
12
RW Investment Management
Idaho
$36.3M +$34.7M +1,624,259 New
AC
13
AWM Capital
Arizona
$31.3M +$284K +13,277 +1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$29.5M +$176K +8,250 +0.6%
ADL
15
Asset Dedication LLC
California
$28.2M +$172K +8,063 +0.6%
HIGP
16
Hill Investment Group Partners
Missouri
$25.6M +$3.11M +145,321 +15%
EA
17
Efficient Advisors
Ohio
$25.2M +$24.1M +1,127,596 New
W
18
WPWealth
Texas
$24.6M +$23.5M +1,100,280 New
3LCM
19
3D/L Capital Management
Connecticut
$24.3M +$81.9K +3,834 +0.4%
SCM
20
Stordahl Capital Management
Colorado
$24M +$1.53M +71,724 +7%
RWM
21
Rockwood Wealth Management
Pennsylvania
$22.1M +$11.2M +525,664 +114%
LPL Financial
22
LPL Financial
California
$21.4M +$20.4M +956,287 New
PAS
23
Park Avenue Securities
New York
$17.3M +$16.5M +772,653 New
Jane Street
24
Jane Street
New York
$17M +$16M +746,644 +5,276%
SIC
25
SJS Investment Consulting
Ohio
$16.8M +$2.7M +126,529 +20%

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.