DFIC Institutional Ownership
Dimensional - International Core Equity 2 ETF
1W: -1.6%
1M: -3.5%
3M: -0.8%
YTD: +8.3%
1Y: +15.2%
3Y: +72.5%
$37.67
+0.39 (+1.05%)
Weekly Expected Move ±1.7%
$36
$37
$38
$38
$39
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DFIC
660
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
57
New Positions
359
Increased
164
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (690 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 41,492,937 | 1.6B | +3,031,526 | +7.9% | 15Q | SEC ↗ |
| 2 | Forum Financial Management, LP | 16,467,379 | $620M | +245,205 | +1.5% | 17Q | SEC ↗ |
| 3 | Evensky & Katz LLC | 6,091,469 | $229M | +35,920 | +0.6% | 17Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 5,961,527 | $225M | +526,069 | +9.7% | 17Q | SEC ↗ |
| 5 | JMG Financial Group, Ltd. | 4,973,487 | $187M | +187,194 | +3.9% | 15Q | SEC ↗ |
| 6 | Apella Capital, LLC | 4,772,870 | $180M | +220,410 | +4.8% | 13Q | SEC ↗ |
| 7 | Greenspring Advisors, LLC | 4,494,230 | $169M | +27,760 | +0.6% | 4Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 4,329,141 | $163M | +12,600 | +0.3% | 17Q | SEC ↗ |
| 9 | RW Investment Management LLC | 4,217,089 | $159M | -17,370 | -0.4% | 2Q | SEC ↗ |
| 10 | Summit Financial Strategies, Inc. | 3,967,115 | $149M | +79,657 | +2.0% | 17Q | SEC ↗ |
| 11 | LPL Financial LLC | 3,963,122 | $149M | +452,350 | +12.9% | 15Q | SEC ↗ |
| 12 | Plancorp, LLC | 3,901,958 | $147M | +403,120 | +11.5% | 6Q | SEC ↗ |
| 13 | AWM CAPITAL, LLC | 3,639,850 | $137M | +124,794 | +3.6% | 16Q | SEC ↗ |
| 14 | Cannon Financial Strategists, Inc. | 3,603,650 | $136M | +148,175 | +4.3% | 15Q | SEC ↗ |
| 15 | Focus Partners Wealth | 3,422,470 | $129M | +231,230 | +7.2% | 8Q | SEC ↗ |
| 16 | MASECO LLP | 3,391,403 | $128M | +222,879 | +7.0% | 5Q | SEC ↗ |
| 17 | ASSETMARK, INC | 3,132,068 | $118M | +3,127,764 | +72671.1% | 9Q | SEC ↗ |
| 18 | Symmetry Partners, LLC | 2,983,850 | $112M | +154,351 | +5.5% | 8Q | SEC ↗ |
| 19 | PARK AVENUE SECURITIES LLC NEW | 2,957,764 | $111M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Annex Advisory Services, LLC | 2,662,339 | $100M | +200,895 | +8.2% | 5Q | SEC ↗ |
| 21 | Beacon Pointe Advisors, LLC | 2,581,098 | $97M | -15,061 | -0.6% | 16Q | SEC ↗ |
| 22 | Pathstone Holdings, LLC | 2,570,590 | $97M | -32,432 | -1.2% | 11Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 2,513,803 | $95M | -212,716 | -7.8% | 2Q | SEC ↗ |
| 24 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,464,885 | $93M | -146,474 | -5.6% | 16Q | SEC ↗ |
| 25 | Asset Dedication, LLC | 2,461,908 | $93M | +53,127 | +2.2% | 18Q | SEC ↗ |
| 26 | Aspen Capital Management, LLC | 2,380,785 | $90M | +104,927 | +4.6% | 6Q | SEC ↗ |
| 27 | WPWealth LLP | 2,362,665 | $89M | -156,422 | -6.2% | 15Q | SEC ↗ |
| 28 | Rockbridge Investment Management, LCC | 2,349,813 | $89M | +162,634 | +7.4% | 18Q | SEC ↗ |
| 29 | Rather & Kittrell, Inc. | 2,342,238 | $88M | +81,341 | +3.6% | 16Q | SEC ↗ |
| 30 | Kestra Investment Management, LLC | 2,234,347 | $84M | -323,006 | -12.6% | 9Q | SEC ↗ |
| 31 | Bernicke Wealth Management, Ltd. | 2,226,505 | $84M | +25,869 | +1.2% | 3Q | SEC ↗ |
| 32 | BRIGHTON JONES LLC | 2,222,157 | $84M | +143,532 | +6.9% | 16Q | SEC ↗ |
| 33 | Elser Financial Planning, Inc | 2,207,216 | $83M | +36,783 | +1.7% | 2Q | SEC ↗ |
| 34 | OneDigital Investment Advisors LLC | 2,176,295 | $82M | +102,286 | +4.9% | 13Q | SEC ↗ |
| 35 | Leading Edge Financial Planning LLC | 2,149,853 | $81M | +193,294 | +9.9% | 12Q | SEC ↗ |
| 36 | SJS Investment Consulting Inc. | 2,069,299 | $78M | +112,894 | +5.8% | 16Q | SEC ↗ |
| 37 | Syverson Strege & Co | 2,037,905 | $77M | +8,172 | +0.4% | 17Q | SEC ↗ |
| 38 | Hill Investment Group Partners, LLC | 2,025,737 | $76M | -13,536 | -0.7% | 17Q | SEC ↗ |
| 39 | Moss Adams Wealth Advisors LLC | 1,976,543 | $74M | +114,001 | +6.1% | 5Q | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 1,908,635 | $72M | -59,171 | -3.0% | 16Q | SEC ↗ |
| 41 | Rockwood Wealth Management, LLC | 1,772,707 | $67M | -1,485 | -0.1% | 17Q | SEC ↗ |
| 42 | Focus Partners Advisor Solutions, LLC | 1,673,693 | $63M | +635,414 | +61.2% | 15Q | SEC ↗ |
| 43 | Savant Capital, LLC | 1,673,458 | $63M | +425,678 | +34.1% | 15Q | SEC ↗ |
| 44 | Betterment LLC | 1,669,988 | $63M | +86,187 | +5.4% | 15Q | SEC ↗ |
| 45 | Tencap Wealth Coaching, LLC | 1,642,156 | $62M | +180,332 | +12.3% | 3Q | SEC ↗ |
| 46 | Truepoint, Inc. | 1,639,559 | $62M | -319,604 | -16.3% | 17Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 1,635,060 | $62M | +52,718 | +3.3% | 17Q | SEC ↗ |
| 48 | Catalyst Capital Advisors LLC | 1,627,486 | $61M | +78,456 | +5.1% | 12Q | SEC ↗ |
| 49 | Millburn Ridgefield LLC /DE | 1,627,486 | $61M | +78,456 | +5.1% | 12Q | SEC ↗ |
| 50 | Vestmark Advisory Solutions, Inc. | 1,621,451 | $61M | -115,523 | -6.7% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PARK AVENUE SECURITIES LLC | 2,957,764 | $111M |
| Evanson Financial, LLC | 805,048 | $30M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 424,886 | $16M |
| Timonier Family Office, LTD. | 416,074 | $16M |
| Global Retirement Partners, LLC | 94,532 | $4M |
| Tennessee Valley Asset Management P | 87,117 | $3M |
| LAWOOD & CO | 78,177 | $3M |
| Mission Hills Financial Advisory, L | 72,589 | $3M |
| Nuveen, LLC | 47,452 | $2M |
| GOLDMAN SACHS GROUP INC | 43,116 | $2M |
| Platform Wealth Management, LLC | 37,362 | $1M |
| Madison Wealth Partners, Inc | 32,905 | $1M |
| Venture Visionary Partners LLC | 29,835 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 25,302 | $953K |
| Inspire Advisors, LLC | 17,888 | $674K |
| CogentBlue Wealth Advisors, LLC | 17,674 | $666K |
| Brand Asset Management Group, Inc. | 16,207 | $611K |
| Lee Financial Co | 15,239 | $574K |
| AlphaStar Capital Management, LLC | 14,682 | $553K |
| Avidian Wealth Enterprises, LLC | 12,988 | $489K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 143,224 | $5M |
| GEN Financial Management, INC. | 52,832 | $2M |
| BROWN BROTHERS HARRIMAN & CO | 41,300 | $2M |
| Solutions 4 Wealth, Ltd | 35,865 | $1M |
| EVOKE WEALTH, LLC | 31,769 | $1M |
| Balance Wealth, LLC | 27,125 | $1M |
| OLD MISSION CAPITAL LLC | 25,464 | $959K |
| Quadrature Capital Ltd | 23,072 | $869K |
| Ascentis Independent Advisors | 21,087 | $794K |
| Blue Trust, Inc. | 18,794 | $708K |
| Westmount Partners, LLC | 16,750 | $631K |
| OneAscent Family Office, LLC | 16,101 | $607K |
| Westwood Wealth Management | 13,802 | $520K |
| Envestnet Portfolio Solutions, Inc. | 12,536 | $472K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,235 | $461K |
| HRT FINANCIAL LP | 11,616 | $438K |
| BOYUM WEALTH ARCHITECTS LLC | 9,616 | $362K |
| LJI Wealth Management, LLC | 9,602 | $362K |
| GTS SECURITIES LLC | 8,848 | $333K |
| Axis Wealth Partners, LLC | 8,544 | $322K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +3,127,764 | +72671.1% | 3,132,068 |
| MERCER GLOBAL ADVISORS INC /ADV | +3,031,526 | +7.9% | 41,492,937 |
| Focus Partners Advisor Solutions, L | +635,414 | +61.2% | 1,673,693 |
| TFO Wealth Partners, LLC | +544,023 | +114.2% | 1,020,265 |
| ENVESTNET ASSET MANAGEMENT INC | +526,069 | +9.7% | 5,961,527 |
| PCA Investment Advisory Services In | +489,293 | +334.0% | 635,792 |
| LPL Financial LLC | +452,350 | +12.9% | 3,963,122 |
| Savant Capital, LLC | +425,678 | +34.1% | 1,673,458 |
| Plancorp, LLC | +403,120 | +11.5% | 3,901,958 |
| Kestra Advisory Services, LLC | +395,944 | +55.6% | 1,107,907 |
| OSAIC HOLDINGS, INC. | +381,484 | +109.1% | 731,289 |
| Forum Financial Management, LP | +245,205 | +1.5% | 16,467,379 |
| RAYMOND JAMES FINANCIAL INC | +244,763 | +34.6% | 951,573 |
| Focus Partners Wealth | +231,230 | +7.2% | 3,422,470 |
| MASECO LLP | +222,879 | +7.0% | 3,391,403 |
| Apella Capital, LLC | +220,410 | +4.8% | 4,772,870 |
| MISSION WEALTH MANAGEMENT, LP | +214,964 | +691.4% | 246,056 |
| Cambridge Investment Research Advis | +203,946 | +29.0% | 906,068 |
| Annex Advisory Services, LLC | +200,895 | +8.2% | 2,662,339 |
| Leading Edge Financial Planning LLC | +193,294 | +9.9% | 2,149,853 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Efficient Advisors, LLC | -523,802 | -44.8% | 646,208 |
| Miramar Fiduciary Corp | -391,850 | -20.5% | 1,523,973 |
| Kestra Investment Management, LLC | -323,006 | -12.6% | 2,234,347 |
| Truepoint, Inc. | -319,604 | -16.3% | 1,639,559 |
| CITADEL ADVISORS LLC | -230,658 | -71.7% | 90,860 |
| JANE STREET GROUP, LLC | -212,716 | -7.8% | 2,513,803 |
| Hills Bank & Trust Co | -169,240 | -36.8% | 290,849 |
| WPWealth LLP | -156,422 | -6.2% | 2,362,665 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | -146,474 | -5.6% | 2,464,885 |
| Sensenig Capital Advisors, Inc | -144,122 | -46.8% | 163,917 |
| Allworth Financial LP | -119,700 | -69.7% | 51,949 |
| MJP ASSOCIATES INC /ADV | -116,896 | -12.3% | 832,574 |
| Vestmark Advisory Solutions, Inc. | -115,523 | -6.7% | 1,621,451 |
| Advisor OS, LLC | -114,201 | -12.1% | 832,574 |
| Bridgewater Advisors Inc. | -112,048 | -14.4% | 666,771 |
| Cravens & Co Advisors, LLC | -67,843 | -20.6% | 261,636 |
| Baird Financial Group, Inc. | -59,171 | -3.0% | 1,908,635 |
| Private Advisor Group, LLC | -49,158 | -38.4% | 78,863 |
| Passive Capital Management, LLC. | -47,474 | -7.8% | 560,466 |
| Great Waters Wealth Management | -46,546 | -7.5% | 574,484 |