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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
FFM
1
Forum Financial Management
Illinois
$211M +$63.1M +2,654,477 +44%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$162M +$67.1M +2,825,488 +72%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$138M +$59M +2,484,368 +76%
EK
4
Evensky & Katz
Florida
$137M +$15.1M +634,257 +13%
PFO
5
Pathstone Family Office
New Jersey
$97.4M -$17.3M -727,754 -15%
HighTower Advisors
6
HighTower Advisors
Illinois
$90.6M +$26.7M +1,122,507 +42%
SFS
7
Summit Financial Strategies
Ohio
$79.7M +$1.69M +71,057 +2%
GWWM
8
Great Waters Wealth Management
Minnesota
$56.7M -$4.53M -190,521 -8%
RIM
9
RW Investment Management
Idaho
$56M +$16.7M +704,718 +43%
RRC
10
Relaxing Retirement Coach
Massachusetts
$49.7M +$2.95M +124,164 +6%
SSC
11
Syverson Strege & Co
Iowa
$44.1M +$563K +23,705 +1%
TI
12
Truepoint Inc
Ohio
$42.7M -$4.84M -203,850 -10%
AC
13
AWM Capital
Arizona
$39.7M +$5.89M +247,818 +18%
HIGP
14
Hill Investment Group Partners
Missouri
$34M +$6.35M +267,034 +23%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$32.3M +$454K +19,088 +1%
B
16
Bridgeworth
Alabama
$31.5M +$27.1M +1,138,603 +669%
LPL Financial
17
LPL Financial
California
$30.1M +$6.97M +293,321 +31%
ADL
18
Asset Dedication LLC
California
$30M -$310K -13,058 -1%
W
19
WPWealth
Texas
$29.9M +$3.34M +140,489 +13%
SCM
20
Stordahl Capital Management
Colorado
$27.3M +$1.44M +60,791 +6%
EA
21
Efficient Advisors
Ohio
$27.1M -$3.11K -131 -0%
KA
22
Kooman & Associates
Pennsylvania
$25.8M +$20.6M +868,753 +427%
3LCM
23
3D/L Capital Management
Connecticut
$25.6M -$541K -22,781 -2%
YAL
24
Your Advocates Ltd
Texas
$25.4M +$25.1M +1,055,495 New
RWM
25
Rockwood Wealth Management
Pennsylvania
$23.5M -$280K -11,791 -1%

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.