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Dimensional International Core Equity 2 ETF

422 hedge funds and large institutions have $6.63B invested in Dimensional International Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 232 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

745.48% more ownership

Funds ownership: 88.59%834.07% (+745%)

736% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 11

252% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 66

30% more funds holding in top 10

Funds holding in top 10: 99129 (+30)

21% more funds holding

Funds holding: 348422 (+74)

5% more capital invested

Capital invested by funds: $6.32B → $6.63B (+$310M)

Holders
422
Holders Change
+74
Holders Change %
+21.26%
% of All Funds
5.56%
Holding in Top 10
129
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+30.3%
% of All Funds
1.7%
New
92
Increased
232
Reduced
66
Closed
11
Calls
$152K
Puts
Net Calls
+$152K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$761M +$65.9M +2,457,023 +9%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$708M +$44.9M +1,674,133 +7%
FFM
3
Forum Financial Management
Illinois
$423M +$15.5M +576,935 +4%
EK
4
Evensky & Katz
Florida
$158M +$6.18M +230,527 +4%
RIM
5
RW Investment Management
Idaho
$127M +$1.44M +53,638 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$126M +$6.97M +259,685 +6%
SFS
7
Summit Financial Strategies
Ohio
$98.4M +$4.84M +180,292 +5%
JFG
8
JMG Financial Group
Illinois
$90.6M +$17.2M +640,751 +22%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$85.3M -$6.89M -256,755 -7%
CFS
10
Cannon Financial Strategists
Georgia
$84.7M +$3.99M +148,578 +5%
WA
11
Wealthstream Advisors
New York
$80.3M +$5.96M +222,193 +8%
AC
12
AWM Capital
Arizona
$75.4M -$113K -4,222 -0.1%
AC
13
Apella Capital
Connecticut
$72.4M +$24.8M +925,195 +49%
KIM
14
Kestra Investment Management
Texas
$64.4M -$4.05M -150,890 -6%
W
15
WPWealth
Texas
$62.7M +$3.85M +143,627 +6%
LPL Financial
16
LPL Financial
California
$61.9M +$8.67M +323,117 +16%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$61.5M +$9.18M +342,388 +17%
PFM
18
Phillips Financial Management
Indiana
$57M +$18M +669,573 +44%
HIGP
19
Hill Investment Group Partners
Missouri
$56.9M +$3.88M +144,701 +7%
MFC
20
Miramar Fiduciary Corp
Nevada
$56.2M -$6.05M -225,593 -9%
GVAG
21
Great Valley Advisor Group
Delaware
$55.4M +$52.7M +1,963,323 +1,097%
EFP
22
Elser Financial Planning
Indiana
$52.3M +$54.3B +2,022,479,247 New
TI
23
Truepoint Inc
Ohio
$52.3M +$1.31M +48,805 +2%
SSC
24
Syverson Strege & Co
Iowa
$51.8M +$2.06M +76,959 +4%
SC
25
Savant Capital
Illinois
$51.5M -$15.7M -587,152 -23%