Dimensional International Core Equity 2

DFIC • BATS

Dimensional International Core Equity 2 is an exchange-traded fund on BATS. As of Q3 2025, 478 institutional investors hold shares in this ETF, with total holdings valued at $8.6B. MERCER GLOBAL ADVISORS INC /ADV is the largest holder with a position valued at $1.1B.

Overview

Overview of institutional ownership in DFIC as of Q3 2025

All Institutions

Institutions: 478
Value Held: $8.6B
Shares Held: 262.5M
Avg Position: $18.0M
Median Position: $2.8M

Hedge Funds

Hedge Funds: 4
Value Held: $80.8M
Shares Held: 2.5M
Avg Position: $20.2M
Median Position: $14.9M

Biggest Investors

Institutions with the largest positions in DFIC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$1.1B 1.91% of portfolio	34.9M shares	Q4 2022 Held for 2y 11m	$59.9B
Forum Financial Management, LP RIA/Wealth	Nirav Rajen Batavia CIO	$542.7M 7.43% of portfolio	16.5M shares	Q2 2022 Held for 3y 5m	$7.3B
Evensky & Katz LLC RIA/Wealth	Lane Mcmaster Jones CIO	$201.9M 12.38% of portfolio	6.2M shares	Q2 2022 Held for 3y 5m	$1.6B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$167.2M 0.19% of portfolio	5.1M shares	Q2 2022 Held for 3y 5m	$87.7B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$157.1M 0.05% of portfolio	4.8M shares	Q2 2022 Held for 3y 5m	$341.99B
RW Investment Management LLC RIA/Wealth	Ryan Christopher Warwick Managing Partner	$142.5M 14.69% of portfolio	4.3M shares	Q4 2022 Held for 2y 11m	$970.1M
JMG Financial Group, Ltd. RIA/Wealth	Anthony David Cecchini CEO	$140.7M 4.01% of portfolio	4.3M shares	Q4 2022 Held for 2y 11m	$3.5B
A Apella Capital, LLC Institution	-	$129.9M 2.90% of portfolio	3.9M shares	Q2 2023 Held for 2y 5m	$4.5B
Summit Financial Strategies, Inc. RIA/Wealth	Peter Benjamin Miller President	$126.1M 10.81% of portfolio	3.8M shares	Q2 2022 Held for 3y 5m	$1.2B
AWM CAPITAL, LLC RIA/Wealth	Brandon Lee Averill Partner	$116.2M 10.56% of portfolio	3.5M shares	Q3 2022 Held for 3y 2m	$1.1B

Net Capital Flow

Institutional buying and selling activity for DFIC in Q3 2025

Traded: −$492.0M
Buyers: 316
Sellers: 146
Total Bought: +$602.5M
Total Sold: −$1.1B
Avg Position: $16.9M

Biggest Buyers

Institution	Net Bought	Current Position
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$103.6M +3.2M shares	$1.1B 34.9M shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$74.4M +2.3M shares	$78.2M 2.4M shares
Mach-1 Financial Group, Inc. RIA/Wealth	+$22.8M +696.7K shares	$22.8M 696.7K shares
Integrity Advisory Solutions, LLC RIA/Wealth	+$22.8M +696.7K shares	$22.8M 696.7K shares
Plancorp, LLC RIA/Wealth	+$19.1M +582.4K shares	$72.2M 2.2M shares
Forum Financial Management, LP RIA/Wealth	+$18.8M +572.1K shares	$542.7M 16.5M shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$18.4M +562.4K shares	$18.4M 562.4K shares
Quantum Financial Planning Services, Inc. RIA/Wealth	+$18.2M +554.5K shares	$18.2M 554.5K shares
J JANE STREET GROUP, LLC Institution	+$14.0M +426.9K shares	$39.3M 1.2M shares
Savant Capital, LLC RIA/Wealth	+$9.9M +301.9K shares	$45.7M 1.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$786.0M −24.0M shares	$157.1M 4.8M shares
Elser Financial Planning, Inc RIA/Wealth	−$63.8M −2.1M shares	Sold Off 0 shares
Abacus Planning Group, Inc. RIA/Wealth	−$47.8M −1.5M shares	Sold Off 0 shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$40.3M −1.2M shares	$40.3M 1.2M shares
SRS Capital Advisors, Inc. RIA/Wealth	−$23.2M −745.4K shares	Sold Off 0 shares
C CI Private Wealth, LLC RIA/Wealth	−$17.0M −517.9K shares	$8.3M 252.7K shares
O OLD MISSION CAPITAL LLC Institution	−$11.9M −383.8K shares	Sold Off 0 shares
RW Investment Management LLC RIA/Wealth	−$11.9M −362.3K shares	$142.5M 4.3M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$8.1M −260.0K shares	Sold Off 0 shares
Buckingham Strategic Partners RIA/Wealth	−$7.4M −226.5K shares	$22.2M 674.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFIC in Q3 2025

New Positions: 35
New Value: $104.0M
Exited Positions: 30
Exited Value: $167.6M

New Positions

Institution	Position Value
Mach-1 Financial Group, Inc. RIA/Wealth	$22.8M 696.7K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$22.8M 696.7K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$18.4M 562.4K shares
Quantum Financial Planning Services, Inc. RIA/Wealth	$18.2M 554.5K shares
E Estate Counselors, LLC Institution	$5.3M 162.7K shares
M My Personal CFO, LLC RIA/Wealth	$3.9M 119.6K shares
TFO-TDC, LLC RIA/Wealth	$2.6M 79.4K shares
Tandem Financial, LLC RIA/Wealth	$2.3M 70.5K shares
T Tyche Wealth Partners LLC Institution	$820.3K 25.0K shares
Atomi Financial Group, Inc. RIA/Wealth	$776.9K 23.7K shares

Exited Positions

Institution	Previous Position
Elser Financial Planning, Inc RIA/Wealth	$63.8M 2.1M shares
Abacus Planning Group, Inc. RIA/Wealth	$47.8M 1.5M shares
SRS Capital Advisors, Inc. RIA/Wealth	$23.2M 745.4K shares
O OLD MISSION CAPITAL LLC Institution	$11.9M 383.8K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.1M 260.0K shares
F FLOW TRADERS U.S. LLC Institution	$3.9M 124.2K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$2.6M 84.5K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$1.7M 53.6K shares
Main Street Financial Solutions, LLC RIA/Wealth	$944.0K 30.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$522.3K 16.8K shares

Options Activity

Institutions with the largest Call and Put options positions in DFIC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFIC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M Miramar Fiduciary Corp Institution	-	56.64% $72.2M	2.2M shares	Q4 2023 Held for 1y 11m	$127.5M
CAPSTONE CAPITAL WEALTH ADVISORS RIA/Wealth	Adam Moroni Dawson CEO	24.35% $36.3M	1.1M shares	Q4 2023 Held for 1y 11m	$148.9M
Tassel Capital Management, Inc. RIA/Wealth	William Boroughs Ertel President	18.92% $29.5M	899.0K shares	Q4 2024 Held for 11 months	$155.8M
Aspen Capital Management, LLC RIA/Wealth	Rachel Anne Lysne CCO	18.46% $72.4M	2.2M shares	Q1 2025 Held for 8 months	$392.3M
N New Dimensions Wealth Management, LLC RIA/Wealth	Richard Lance Alston President	18.38% $21.0M	639.8K shares	Q1 2025 Held for 8 months	$114.1M
Verisail Partners, LLC RIA/Wealth	Thaddeus Josiah Gilliam CCO	18.25% $43.0M	1.3M shares	Q4 2024 Held for 11 months	$235.8M
Syverson Strege & Co RIA/Wealth	Johnne David Syverson Founder	16.34% $68.2M	2.1M shares	Q2 2022 Held for 3y 5m	$417.3M
SwitchPoint Financial Planning, LLC RIA/Wealth	James Rhead Sweeney Managing Partner	16.20% $22.2M	678.0K shares	Q4 2024 Held for 11 months	$137.2M
Wealthstream Advisors, Inc. RIA/Wealth	Michael Eric Goodman President	16.12% $106.2M	3.2M shares	Q4 2022 Held for 2y 11m	$658.9M
Cannon Financial Strategists, Inc. RIA/Wealth	Clinton Croxall Cannon President	16.01% $111.8M	3.4M shares	Q4 2022 Held for 2y 11m	$698.8M

Hedge Fund Spotlight

Discover hedge funds investing in DFIC

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional International Core Equity 2

Market Value: $758.3K
Shares Held: 23.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%