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Dimensional International Core Equity 2 ETF

224 hedge funds and large institutions have $3.21B invested in Dimensional International Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 143 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 36

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

36% more capital invested

Capital invested by funds: $2.35B → $3.21B (+$857M)

7% more funds holding

Funds holding: 209224 (+15)

6.25% more ownership

Funds ownership: 79.44%85.69% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 5757 (0)

Holders
224
Holders Change
+15
Holders Change %
+7.18%
% of All Funds
3.52%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.89%
New
23
Increased
143
Reduced
36
Closed
6
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$344M +$132M +5,430,907 +62%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$342M +$178M +7,340,194 +109%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$315M +$175M +7,214,274 +125%
EK
4
Evensky & Katz
Florida
$138M +$322K +13,233 +0.2%
Jane Street
5
Jane Street
New York
$128M +$116M +4,771,773 +946%
PFO
6
Pathstone Family Office
New Jersey
$102M +$4.22M +173,494 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$93.5M +$2.11M +86,763 +2%
SFS
8
Summit Financial Strategies
Ohio
$80.2M -$131K -5,392 -0.2%
RIM
9
RW Investment Management
Idaho
$77.5M +$21M +864,141 +37%
RRC
10
Relaxing Retirement Coach
Massachusetts
$53.7M +$3.56M +146,545 +7%
GWWM
11
Great Waters Wealth Management
Minnesota
$52.1M -$3.77M -155,125 -7%
SSC
12
Syverson Strege & Co
Iowa
$46.4M +$2.01M +82,796 +5%
B
13
Bridgeworth
Alabama
$44.7M +$13M +532,726 +41%
AC
14
AWM Capital
Arizona
$42.6M +$2.55M +104,872 +6%
TI
15
Truepoint Inc
Ohio
$42.1M -$952K -39,153 -2%
HIGP
16
Hill Investment Group Partners
Missouri
$40M +$5.78M +237,651 +17%
LPL Financial
17
LPL Financial
California
$35.5M +$5.23M +215,006 +17%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$32.5M -$80.9K -3,327 -0.2%
W
19
WPWealth
Texas
$32.1M +$1.98M +81,230 +7%
ADL
20
Asset Dedication LLC
California
$30.1M -$159K -6,526 -0.5%
SCM
21
Stordahl Capital Management
Colorado
$28.4M +$829K +34,080 +3%
KA
22
Kooman & Associates
Pennsylvania
$28.1M +$2.12M +87,115 +8%
EA
23
Efficient Advisors
Ohio
$27.7M +$354K +14,566 +1%
CFS
24
Cannon Financial Strategists
Georgia
$26.7M +$26.4M +1,084,546 +6,656%
YAL
25
Your Advocates Ltd
Texas
$26.6M +$1.03M +42,384 +4%

DFIC Hedge Fund Activity: Q2 2023 in Review

224 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q2 2023, worth a combined $3.21B — up 36% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFIC positions and 6 closed out — a net gain of 17 holders — while 143 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $178M. The largest seller was Greenspring Advisors, cutting an estimated $4.3M.

  • 224 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $3.21B of Dimensional International Core Equity 2 ETF stock for Q2 2023, up 36% quarter-over-quarter.
  • 23 funds opened new Dimensional International Core Equity 2 ETF positions in Q2 2023 and 6 closed out, a net change of +17 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $178M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q2 2023 was Greenspring Advisors, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.