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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
VI
251
VanderPol Investments
Michigan
$275K +$260K +11,012 New
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$266K +$252K +10,663 New
CMBA
253
C.M. Bidwell & Associates
Hawaii
$249K +$24.9K +1,054 +12%
NGA
254
Naples Global Advisors
Florida
$247K
APG
255
Abacus Planning Group
South Carolina
$245K -$302K -12,769 -57%
KCM
256
Kaye Capital Management
California
$227K -$21.5K -908 -9%
AQR Capital Management
257
AQR Capital Management
Connecticut
$227K +$215K +9,102 New
BC
258
Burney Company
Virginia
$221K +$210K +8,870 New
MFC
259
Morris Financial Concepts
South Carolina
$213K +$134K +5,669 +197%
DEM
260
Disciplined Equity Management
Florida
$193K +$27K +1,140 +17%
Wells Fargo
261
Wells Fargo
California
$186K +$177K +7,464 New
CT
262
Colonial Trust
South Carolina
$156K
SFC
263
SYM Financial Corp
Indiana
$146K +$139K +5,869 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$135K +$128K +5,402 New
MCA
265
Maryland Capital Advisors
Maryland
$135K
EWP
266
Elevation Wealth Partners
California
$132K
HIIFS
267
Harel Insurance Investments & Financial Services
Israel
$110K
AWM
268
Aspire Wealth Management
Massachusetts
$59K
APC
269
Aspire Private Capital
North Carolina
$43.3K +$9.79K +414 +31%
CA
270
Clearstead Advisors
Ohio
$40.2K +$38.1K +1,611 New
LF
271
Lee Financial
Texas
$40K
LC
272
Lindbrook Capital
California
$35.3K
CFGS
273
Concourse Financial Group Securities
Alabama
$34.1K
FFA
274
Farther Finance Advisors
California
$25.2K -$19.4K -820 -45%
GWS
275
Glassman Wealth Services
Virginia
$21.1K

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.