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Dimensional Emerging Markets Core Equity 2 ETF

285 hedge funds and large institutions have $2.48B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 169 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

589% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 9

369% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 36

42% more capital invested

Capital invested by funds: $1.75B → $2.48B (+$729M)

39% more funds holding in top 10

Funds holding in top 10: 4461 (+17)

20% more funds holding

Funds holding: 237285 (+48)

7.74% more ownership

Funds ownership: 76.4%84.14% (+7.7%)

Holders
285
Holders Change
+48
Holders Change %
+20.25%
% of All Funds
4.16%
Holding in Top 10
61
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+38.64%
% of All Funds
0.89%
New
62
Increased
169
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
226
Quad-Cities Investment Group
Iowa
$450K -$43.6K -1,843 -9%
GAM
227
Gemmer Asset Management
California
$441K +$2.98K +126 +0.7%
OA
228
Oceanside Advisors
South Carolina
$435K +$412K +17,416 New
CWR
229
Chico Wealth RIA
California
$430K
SDWIA
230
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$424K +$44.4K +1,878 +12%
FWM
231
FMB Wealth Management
California
$421K +$91.6K +3,873 +30%
PAG
232
Private Advisor Group
New Jersey
$417K +$2.91K +123 +0.7%
GWA
233
Geometric Wealth Advisors
District of Columbia
$413K
BTI
234
Blue Trust Inc
Georgia
$412K +$18.3K +773 +5%
MFA
235
Morling Financial Advisors
California
$401K
WSTAM
236
Wilbanks Smith & Thomas Asset Management
Virginia
$394K -$20K -844 -5%
GAM
237
GEM Asset Management
Michigan
$394K +$23K +973 +7%
BWM
238
Blossom Wealth Management
California
$386K +$365K +15,451 New
GFA
239
Grunden Financial Advisory
Texas
$366K +$347K +14,660 New
SMA
240
Seven Mile Advisory
New Jersey
$350K +$6.27K +265 +2%
RLWM
241
RF&L Wealth Management
Massachusetts
$348K +$115K +4,880 +54%
LWM
242
Lakeridge Wealth Management
Ohio
$348K +$330K +13,949 New
FWP
243
Firethorn Wealth Partners
Georgia
$346K +$328K +13,850 New
Fidelity Investments
244
Fidelity Investments
Massachusetts
$335K +$315K +13,299 +12,666%
ALWM
245
Andrews Lucia Wealth Management
California
$332K +$54.4K +2,300 +21%
MSF
246
Mustard Seed Financial
Arkansas
$317K +$300K +12,692 New
LA
247
Lifeworks Advisors
Michigan
$312K +$25.4K +1,076 +9%
TIM
248
Tortoise Investment Management
New York
$309K
FM
249
Foster & Motley
Ohio
$307K -$12.4K -524 -4%
RA
250
RFG Advisory
Alabama
$275K -$981K -41,494 -79%

DFEM Hedge Fund Activity: Q4 2023 in Review

285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2023, worth a combined $2.48B — up 42% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFEM positions and 9 closed out — a net gain of 53 holders — while 169 added to existing stakes and 36 trimmed.

The largest buyer was Parcion Private Wealth, adding an estimated $57.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.95M sold.

  • 285 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2023, up from 237 in Q3 2023.
  • Funds reported $2.48B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 62 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2023 and 9 closed out, a net change of +53 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2023 was Parcion Private Wealth, an estimated $57.3M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2023 was Susquehanna International Group, an estimated $7.95M sold.

Based on aggregated 13F filings for Q4 2023.