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Dimensional International Core Equity 2 ETF (DFIC) Institutional Ownership

Dimensional International Core Equity 2 ETF logo
$38.06 -0.59 (-1.53%)
Closing price 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)
435
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$1.12B
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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
9/23/2026 Envestnet Asset Management Inc.5,961,527$222.13M0.0%+9.7%1.922%
9/17/2026 Wellington Altus USA Inc.3,300$117K0.1%-61.6%0.001%
9/9/2026 Capstone Financial Advisors Inc.31,667$1.18M0.1%+52.6%0.010%
9/9/2026 Sequoia Financial Advisors LLC7,799$291K0.0%-22.5%0.003%
9/9/2026 Cahill Financial Advisors Inc.75,167$2.80M0.3%+4.6%0.024%
9/9/2026 Archford Capital Strategies LLC145,941$5.44M0.5%+2.2%0.047%
9/9/2026 Gemmer Asset Management LLC515,909$19.22M1.3%+3.5%0.166%
9/9/2026 Capital Analysts LLC1,786$66K0.0%+291.7%0.001%
9/9/2026 Summit Financial Strategies Inc.3,967,115$147.82M10.4%+2.0%1.279%
9/9/2026 Integrated Wealth Concepts LLC669,709$24.95M0.1%-4.0%0.216%
9/9/2026 RFG Advisory LLC334,078$12.45M0.2%+5.2%0.108%
9/9/2026 NewEdge Advisors LLC575,840$21.46M0.1%+4.7%0.186%
9/9/2026 IFP Advisors Inc27,160$1.01M0.0%-19.3%0.009%
9/9/2026 Squarepoint Ops LLC9,421$351K0.0%N/A0.003%
9/9/2026 Baird Financial Group Inc.1,908,635$71.12M0.1%-3.0%0.615%
9/9/2026 XY Planning Network Inc.547,885$20.41M2.6%+9.1%0.177%
9/8/2026 Allworth Financial LP51,949$1.94M0.0%-69.7%0.017%
9/2/2026 Citadel Advisors LLC90,860$3.39M0.0%-71.7%0.029%
8/27/2026 Corient Private Wealth LP689,941$25.71M0.0%-1.7%0.222%
8/23/2026 Studio Investment Management LLC571,990$21.31M3.6%-2.2%0.184%
8/23/2026 Washington Trust Advisors Inc.2,809$105K0.0%+147.9%0.001%
8/23/2026 Straight Path Wealth Management1,061,732$39.56M9.2%+1.7%0.342%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.1,417,906$52.83M12.9%+5.7%0.457%
8/23/2026 HB Wealth Management LLC38,995$1.45M0.0%-3.6%0.013%
8/23/2026 Hutchens & Kramer Investment Management Group LLC336,621$12.54M3.4%-1.8%0.109%
8/23/2026 Red Lighthouse Investment Management LLC24,106$898K0.3%+3.9%0.008%
8/22/2026 Beacon Hill Wealth Management LTD.424,886$15.83M11.0%N/A0.137%
8/22/2026 Sensenig Capital Advisors Inc163,917$6.11M5.6%-46.8%0.053%
8/22/2026 Tassel Capital Management Inc.1,051,521$39.18M18.5%+8.4%0.339%
8/22/2026 Concurrent Investment Advisors LLC685,786$25.55M0.2%+5.5%0.221%
8/21/2026 KFG Wealth Management LLC338,219$12.60M1.4%+0.8%0.109%
8/21/2026 WorthPointe LLC191,989$7.15M1.7%-2.1%0.062%
8/21/2026 Greenspring Advisors LLC4,494,230$167.46M9.2%+0.6%1.449%
8/21/2026 Live Oak Private Wealth LLC70,119$2.61M0.3%-14.7%0.023%
8/21/2026 Acorn Wealth Advisors LLC23,244$866K0.2%+36.4%0.007%
8/20/2026 Rehmann Capital Advisory Group250,908$9.36M0.4%-3.1%0.081%
7/10/2026 Envision Financial LLC134,784$5.02M2.3%+415.2%0.043%
7/10/2026 Annex Advisory Services LLC2,662,339$99.20M1.7%+8.2%0.858%
7/10/2026 JFS Wealth Advisors LLC680,153$25.34M1.3%+35.0%0.219%
7/10/2026 DiNuzzo Private Wealth Inc.1,387,635$51.70M5.1%+0.2%0.447%
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7/10/2026 Peirce Capital Management LLC69,652$2.60M1.0%-10.8%0.022%
7/10/2026 Canvas Wealth Advisors LLC60,748$2.26M0.3%+58.3%0.020%
7/10/2026 Fiduciary Financial Group LLC159,534$5.94M0.7%+5.2%0.051%
7/10/2026 Torren Management LLC82,000$3.06M1.6%-4.7%0.026%
7/10/2026 Wealthcare Advisory Partners LLC566,612$21.11M0.4%+3.0%0.183%
7/9/2026 Ares Financial Consulting LLC70,517$2.63M1.8%+19.4%0.023%
7/9/2026 Asset Advisory Group Inc.34,989$1.30M0.6%+5.5%0.011%
7/9/2026 Great Waters Wealth Management574,484$21.41M2.0%-7.5%0.185%
7/9/2026 Everhart Financial Group Inc.12,571$468K0.0%+2.6%0.004%
7/9/2026 Sax Wealth Advisors LLC129,351$4.60M0.2%+107.6%0.042%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.13,779$513K0.2%+4.0%0.004%
7/8/2026 Quantum Financial Advisors LLC28,167$1.05M0.1%+315.3%0.009%
7/8/2026 Sprinkle Financial Consultants LLC146,074$5.44M2.1%+7.0%0.047%
7/8/2026 Strategic Investment Solutions Inc. IL13,836$516K0.1%-22.5%0.004%
7/8/2026 Apella Capital LLC4,772,870$179.27M2.5%+4.8%1.539%
7/8/2026 55 North Private Wealth LLC69,799$2.60M0.5%-2.7%0.023%
7/8/2026 Clark Asset Management LLC33,092$1.23M0.1%+4.8%0.011%
7/8/2026 Evanson Financial LLC805,048$30.00M1.5%N/A0.260%
7/7/2026 Quad Cities Investment Group LLC40,881$1.52M0.5%+6.4%0.013%
7/7/2026 Balefire LLC6,494$242K0.0%-78.1%0.002%
7/7/2026 Ridgeline Wealth LLC383,536$14.29M8.2%+8.2%0.124%
7/7/2026 Hiley Hunt Wealth Management462,375$17.23M6.8%+1.4%0.149%
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%
6/18/2026 Western Wealth Management LLC5,382$191K0.0%N/A0.002%
6/11/2026 E Wealth Partners LLC55,996$1.99M1.6%+14.4%0.018%
6/3/2026 DBK Financial Counsel LLC55,694$1.98M1.5%+526.3%0.018%
6/3/2026 NewEdge Advisors LLC550,086$19.55M0.1%-13.6%0.177%
5/29/2026 Asset Dedication LLC2,408,781$85.58M6.0%-4.4%0.777%
5/27/2026 Security Financial Services INC.133,599$4.75M0.8%+5.5%0.043%
5/19/2026 Western Wealth Management LLC5,382$191K0.0%N/A0.002%
5/19/2026 Winnow Wealth LLC5,925$211K0.2%+839.0%0.002%
5/19/2026 NewEdge Advisors LLC525,511$18.67M0.4%-17.4%0.169%
5/19/2026 Bank of America Corp DE1,463,977$52.02M0.0%+20.1%0.472%
5/19/2026 Arkadios Wealth Advisors42,401$1.51M0.0%+146.6%0.014%
5/18/2026 EverSource Wealth Advisors LLC526,521$18.71M0.6%+10.0%0.170%
5/18/2026 Empire Financial Management Company LLC6,601$235K0.1%+8.2%0.002%
5/18/2026 Royal Bank of Canada90,104$3.20M0.0%+29.0%0.029%
5/18/2026 Estate Counselors LLC165,905$5.90M0.5%-0.3%0.053%
5/16/2026 Excelsior Advisor Network LLC41,228$1.47M0.6%+2.8%0.013%
5/16/2026 Quantinno Capital Management LP36,743$1.31M0.0%-6.5%0.012%
5/15/2026 Cardiff Park Advisors LLC321,536$11.42M0.9%+1.7%0.104%
5/15/2026 Quadcap Wealth Management LLC26,104$927K0.1%+13.3%0.008%
5/15/2026 Everest Financial Group LLC8,685$309K0.1%N/A0.003%
5/15/2026 Bridgewater Advisors Inc.778,819$29.66M1.8%-11.6%0.251%
5/14/2026 Renaissance Technologies LLC8,600$306K0.0%N/A0.003%
5/14/2026 Hilltop Holdings Inc.7,747$275K0.0%+32.4%0.002%
5/14/2026 Rockbridge Investment Management LCC2,187,179$77.71M7.0%0.0%0.705%
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5/14/2026 Compound Planning Inc.13,599$483K0.0%-10.0%0.004%
5/14/2026 Sei Investments Co.8,945$318K0.0%N/A0.003%
5/14/2026 B&D White Capital Company LLC381,045$13.54M1.7%+13.4%0.123%
5/14/2026 Monograph Wealth Advisors LLC162,743$5.78M0.5%+2.0%0.052%
5/13/2026 Cetera Investment Advisers24,816$882K0.0%+18.2%0.008%
5/13/2026 American Investment Services Inc.397,581$14.13M3.2%+2.7%0.128%
5/13/2026 Daner Wealth Management LLC64,919$2.46M1.3%+11.8%0.021%
5/12/2026 Fortis Capital Management LLC15,411$548K0.1%+16.1%0.005%
5/8/2026 JMG Financial Group Ltd.4,786,293$170.06M4.7%+8.0%1.543%
5/7/2026 Hanover Advisors Inc.6,306$224K0.1%N/A0.002%


DFIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 595 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), Apella Capital LLC ($179.27M), HighTower Advisors LLC ($176.61M), JMG Financial Group Ltd. ($170.06M), and Greenspring Advisors LLC ($167.46M).Learn more on Dimensional International Core Equity 2 ETF's institutional investors.

Of the 564 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 ($2.02B), Mercer Global Advisors Inc. ADV ($6.94M), Greenspring Advisors LLC ($4.67M), Kestra Investment Management LLC ($3.69M), Envestnet Asset Management Inc. ($3.69M), Plancorp LLC ($3.09M), and Apella Capital LLC ($3.03M).

Institutional investors have bought a total of 58,584,060 shares in the last 24 months. This purchase volume represents approximately $2.00B in transactions.

Of the 179 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), Vestmark Advisory Solutions Inc. ($1.23M), Henrickson Nauta Wealth Advisors Inc. ($1.16M), Efficient Advisors LLC ($753.96K), NewEdge Advisors LLC ($622.22K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($576.48K), and RW Investment Management LLC ($362.33K).

Institutional investors have sold a total of 33,640,393 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


Related Companies

Institutional ownership data for BATS:DFIC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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