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Dimensional International Core Equity 2 ETF (DFIC) Institutional Ownership

Dimensional International Core Equity 2 ETF logo
$37.61 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional International Core Equity 2 ETF (BATS:DFIC)

Number of
Institutional Buyers
(last 12 months)
467
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$1.33B
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DFIC Institutional Buying and Selling by Quarter

Dimensional International Core Equity 2 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc611,556$22.79M2.0%+8.4%0.197%
7/2/2026 Collective Family Office LLC19,247$717K0.1%+22.4%0.006%
7/2/2026 CX Institutional9,682$361K0.0%+123.1%0.003%
7/1/2026 Trust Co of the South1,065,016$39.68M5.6%+5.1%0.343%
6/18/2026Western Wealth Management LLC5,382$191K0.0%N/A0.002%
6/11/2026E Wealth Partners LLC55,996$1.99M1.6%+14.4%0.018%
6/3/2026DBK Financial Counsel LLC55,694$1.98M1.5%+526.3%0.018%
6/3/2026NewEdge Advisors LLC550,086$19.55M0.1%-13.6%0.177%
5/29/2026Asset Dedication LLC2,408,781$85.58M6.0%-4.4%0.777%
5/27/2026Security Financial Services INC.133,599$4.75M0.8%+5.5%0.043%
5/19/2026Western Wealth Management LLC5,382$191K0.0%N/A0.002%
5/19/2026Winnow Wealth LLC5,925$211K0.2%+839.0%0.002%
5/19/2026NewEdge Advisors LLC525,511$18.67M0.4%-17.4%0.169%
5/19/2026Bank of America Corp DE1,463,977$52.02M0.0%+20.1%0.472%
5/19/2026Arkadios Wealth Advisors42,401$1.51M0.0%+146.6%0.014%
5/18/2026EverSource Wealth Advisors LLC526,521$18.71M0.6%+10.0%0.170%
5/18/2026Empire Financial Management Company LLC6,601$235K0.1%+8.2%0.002%
5/18/2026Royal Bank of Canada90,104$3.20M0.0%+29.0%0.029%
5/18/2026Estate Counselors LLC165,905$5.90M0.5%-0.3%0.053%
5/16/2026Excelsior Advisor Network LLC41,228$1.47M0.6%+2.8%0.013%
5/16/2026Quantinno Capital Management LP36,743$1.31M0.0%-6.5%0.012%
5/15/2026Cardiff Park Advisors LLC321,536$11.42M0.9%+1.7%0.104%
5/15/2026Quadcap Wealth Management LLC26,104$927K0.1%+13.3%0.008%
5/15/2026Everest Financial Group LLC8,685$309K0.1%N/A0.003%
5/15/2026Bridgewater Advisors Inc.778,819$29.66M1.8%-11.6%0.251%
5/14/2026Renaissance Technologies LLC8,600$306K0.0%N/A0.003%
5/14/2026Hilltop Holdings Inc.7,747$275K0.0%+32.4%0.002%
5/14/2026Rockbridge Investment Management LCC2,187,179$77.71M7.0%0.0%0.705%
5/14/2026Compound Planning Inc.13,599$483K0.0%-10.0%0.004%
5/14/2026Sei Investments Co.8,945$318K0.0%N/A0.003%
5/14/2026B&D White Capital Company LLC381,045$13.54M1.7%+13.4%0.123%
5/14/2026Monograph Wealth Advisors LLC162,743$5.78M0.5%+2.0%0.052%
5/13/2026Cetera Investment Advisers24,816$882K0.0%+18.2%0.008%
5/13/2026American Investment Services Inc.397,581$14.13M3.2%+2.7%0.128%
5/13/2026Daner Wealth Management LLC64,919$2.46M1.3%+11.8%0.021%
5/12/2026Fortis Capital Management LLC15,411$548K0.1%+16.1%0.005%
5/8/2026JMG Financial Group Ltd.4,786,293$170.06M4.7%+8.0%1.543%
5/7/2026Hanover Advisors Inc.6,306$224K0.1%N/A0.002%
5/7/2026Balefire LLC29,591$1.05M0.2%N/A0.010%
5/7/2026Eaton Cambridge Inc.1,273,246$45.24M14.2%+1.2%0.410%
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5/6/2026Aire Advisors LLC593,625$21.09M3.9%+1.2%0.191%
5/6/2026Modera Wealth Management LLC30,428$1.08M0.0%-5.0%0.010%
5/6/2026Astra Wealth Partners LLC37,923$1.35M0.8%-0.9%0.012%
5/6/2026Assetmark Inc.4,304$153K0.0%-26.4%0.001%
5/6/2026Prospect Financial Group LLC205,211$7.29M6.7%-2.3%0.066%
5/5/2026Financial Harvest LLC360,566$12.81M7.5%+4.0%0.116%
5/5/2026Bank of New York Mellon Corp7,910$281K0.0%N/A0.003%
5/5/2026Geneos Wealth Management Inc.381,794$13.57M0.3%+5.6%0.123%
5/5/2026Signet Financial Management LLC126,583$4.50M0.5%-4.2%0.041%
5/5/2026Cogent Strategic Wealth LLC30,232$1.07M1.1%+11.1%0.010%
5/5/2026MB Generational Wealth LLC50,620$1.80M1.0%+4.6%0.016%
5/5/2026Nwam LLC97,460$3.46M0.2%+20.4%0.031%
5/4/2026Lutz Financial Services LLC790,627$28.09M1.9%-0.1%0.255%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,939$424K0.0%N/A0.004%
5/4/2026Bleakley Financial Group LLC50,230$1.79M0.0%+13.3%0.016%
5/4/2026Archer Investment Corp1,723$61K0.0%N/A0.001%
5/4/2026Chicago Partners Investment Group LLC604,385$22.48M0.4%+3.8%0.195%
5/4/2026Ruedi Wealth Management Inc.458,813$16.30M4.2%-4.9%0.148%
5/4/2026Vantage Point Financial LLC366,909$13.04M4.6%-11.2%0.118%
5/2/2026Vestment Financial LLC520,520$19.70M10.1%+2.0%0.168%
5/1/2026Fifth Third Bancorp3,536$126K0.0%+85.1%0.001%
5/1/2026American Trust1,088,939$38.69M3.4%+8.8%0.351%
5/1/2026Signature Resources Capital Management LLC369,898$13.14M6.2%+5.7%0.119%
5/1/2026Summit Financial Strategies Inc.3,887,458$138.12M10.9%+0.3%1.253%
5/1/2026Simplicity Wealth LLC81,130$2.88M0.2%+3.4%0.026%
5/1/2026Sequoia Financial Advisors LLC10,067$358K0.0%-24.0%0.003%
4/30/2026Waterfront Wealth Inc.113,042$4.02M0.7%-12.3%0.036%
4/30/2026Robinson Smith Wealth Advisors LLC225,822$8.02M5.4%+134.5%0.073%
4/30/2026Mosaic Family Wealth Partners LLC636,539$22.62M2.3%+2.9%0.205%
4/30/2026Kestra Advisory Services LLC711,963$25.30M0.1%+12.2%0.230%
4/30/2026Money Concepts Capital Corp11,253$400K0.0%-4.0%0.004%
4/30/2026Summit Portfolio Management LTD.7,390$263K0.2%N/A0.002%
4/30/2026SwitchPoint Financial Planning LLC703,061$24.98M16.9%+4.0%0.227%
4/30/2026Your Advocates Ltd. LLP1,250,586$44.43M13.5%+2.7%0.403%
4/30/2026Austin Asset Management Co Inc434,521$15.44M2.6%-0.1%0.140%
4/30/2026CFS Investment Advisory Services LLC76,235$2.90M0.2%-11.0%0.025%
4/30/2026Efficient Advisors LLC646,208$22.96M1.6%-44.8%0.208%
4/30/2026Sageworth Trust Co3,227,612$114.68M4.9%-0.1%1.040%
4/30/2026Sageworth Trust Co of South Dakota204,535$7.27M5.8%-1.3%0.066%
4/29/2026Rockwood Wealth Management LLC1,774,192$63.04M4.5%+1.8%0.572%
4/29/2026American Capital Advisory LLC353,079$12.55M5.1%+13.1%0.114%
4/29/2026Jackson Thornton Wealth Management LLC286,195$10.69M0.9%-0.4%0.092%
4/29/2026Corus Family Wealth Advisors137,593$4.89M4.0%+18.3%0.044%
4/29/2026Burney Co.967,635$34.38M1.1%+8.4%0.312%
4/29/2026Oceanside Advisors LLC27,844$989K0.6%+6.5%0.009%
4/29/2026Canvas Wealth Advisors LLC38,374$1.36M0.2%+258.4%0.012%
4/28/2026Abel Hall LLC346,155$12.30M2.6%+0.4%0.112%
4/28/2026Ascentis Independent Advisors21,087$749K0.1%+31.5%0.007%
4/28/2026Pine Harbor Wealth Management LLC1,017,885$36.17M10.8%+15.2%0.328%
4/28/2026Berger Financial Group Inc69,695$2.48M0.1%+5.7%0.022%
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4/28/2026Brighton Jones LLC2,078,625$73.85M3.1%+2.9%0.670%
4/27/2026TCI Wealth Advisors Inc.139,106$4.94M0.3%+22.6%0.045%
4/27/2026HB Wealth Management LLC40,462$1.44M0.0%+20.3%0.013%
4/27/2026Mustard Seed Financial LLC19,096$678K0.4%-2.8%0.006%
4/27/2026BIP Wealth LLC90,951$3.23M0.1%+24.9%0.029%
4/27/2026Baer Investment Advisory LLC7,487$266K0.0%N/A0.002%
4/27/2026Turtle Creek Wealth Advisors LLC922$33K0.0%N/A0.000%
4/27/2026Legacy Financial Group Inc.96,306$3.42M0.9%+2.9%0.031%
4/27/2026USAdvisors Wealth Management LLC44,139$1.52M0.5%-0.7%0.014%
4/27/2026Gordian Advisors LLC69,012$2.45M1.6%-2.0%0.022%


DFIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 592 institutional investors and hedge funds held shares of Dimensional International Core Equity 2 ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($1.28B), Forum Financial Management LP ($576.37M), Evensky & Katz LLC ($213.79M), HighTower Advisors LLC ($176.61M), Apella Capital LLC ($172.90M), JMG Financial Group Ltd. ($170.06M), and Envestnet Asset Management Inc. ($157.11M).Learn more on Dimensional International Core Equity 2 ETF's institutional investors.

Of the 561 institutional investors that purchased Dimensional International Core Equity 2 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elser Financial Planning Inc ($2.03B), Mercer Global Advisors Inc. ADV ($9.00M), Envestnet Asset Management Inc. ($6.02M), Kestra Investment Management LLC ($4.91M), Greenspring Advisors LLC ($4.67M), Cannon Financial Strategists Inc. ($3.45M), and Apella Capital LLC ($3.42M).

Institutional investors have bought a total of 79,259,382 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Of the 217 institutional investors that sold Dimensional International Core Equity 2 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($23.97M), Kestra Investment Management LLC ($2.25M), Great Valley Advisor Group Inc. ($2.16M), Vestmark Advisory Solutions Inc. ($1.23M), Henrickson Nauta Wealth Advisors Inc. ($1.16M), Efficient Advisors LLC ($797.95K), and NewEdge Advisors LLC ($642.30K).

Institutional investors have sold a total of 40,427,356 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


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This page (BATS:DFIC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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