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Dimensional Emerging Markets Core Equity 2 ETF
DFEM

315 hedge funds and large institutions have $3.24B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 203 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 55

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $2.88B → $3.24B (+$365M)

6% more funds holding in top 10

Funds holding in top 10: 71 → 75 (+4)

5% more funds holding

Funds holding: 300 → 315 (+15)

0.24% less ownership

Funds ownership: 82.84% → 82.6% (-0.24%)

Holders
315
Holders Change
+15
Holders Change %
+5%
% of All Funds
4.55%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.08%
New
30
Increased
203
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFAA
Klaas Financial Asset Advisors
Illinois
+$24.6M
2
BSW
Buckingham Strategic Wealth
Missouri
+$20.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$19.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18.8M
5
SC
Savant Capital
Illinois
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
PPW
Parcion Private Wealth
Washington
-$26.9M
2
EF
Empowered Funds
Pennsylvania
-$22.6M
3
FFM
Forum Financial Management
Illinois
-$19.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.36M
5
YAL
Your Advocates Ltd
Texas
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
251
Quad-Cities Investment Group
Iowa
$480K -$2.83K -108 -0.6%
BTI
252
Blue Trust Inc
Georgia
$473K – – –
CCFM
253
Clear Creek Financial Management
Washington
$473K +$464K +17,692 New
RLWM
254
RF&L Wealth Management
Massachusetts
$472K +$10.5K +400 +2%
BWM
255
Blossom Wealth Management
California
$465K +$40.3K +1,536 +10%
GAM
256
GEM Asset Management
Michigan
$462K +$35K +1,337 +8%
CWR
257
Chico Wealth RIA
California
$461K – – –
GWA
258
Geometric Wealth Advisors
District of Columbia
$442K – – –
OA
259
Oceanside Advisors
South Carolina
$433K -$40.9K -1,559 -9%
MFA
260
Morling Financial Advisors
California
$421K – – –
Fisher Asset Management
261
Fisher Asset Management
Washington
$420K +$412K +15,705 New
SW
262
Schulz Wealth
Texas
$410K – – –
CA
263
Clearstead Advisors
Ohio
$408K +$400K +15,268 New
APG
264
Abacus Planning Group
South Carolina
$406K +$102K +3,878 +34%
SMA
265
Seven Mile Advisory
New Jersey
$396K – – –
Bessemer Group
266
Bessemer Group
New Jersey
$390K – – –
LWM
267
Lakeridge Wealth Management
Ohio
$360K -$7.21K -275 -2%
DWM
268
Dopkins Wealth Management
New York
$350K +$343K +13,081 New
AWM
269
Angeles Wealth Management
California
$341K -$337K -12,840 -50%
ALWM
270
Andrews Lucia Wealth Management
California
$339K – – –
MSF
271
Mustard Seed Financial
Arkansas
$338K +$7.39K +282 +2%
KWM
272
KFG Wealth Management
Indiana
$322K +$85.9K +3,278 +37%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$299K -$3.83K -146 -1%
LA
274
Lifeworks Advisors
Michigan
$297K -$6.03K -230 -2%
KAM
275
Kraft Asset Management
Tennessee
$287K +$341 +13 +0.1%
9 10
11
12 13

DFEM Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2024, worth a combined $3.24B — up 13% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 14 closed out — a net gain of 16 holders — while 203 added to existing stakes and 55 trimmed.

The largest buyer was Klaas Financial Asset Advisors, opening a new position worth an estimated $24.6M. The largest seller was Parcion Private Wealth, cutting an estimated $26.9M.

  • 315 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2024, up from 300 in Q1 2024.
  • Funds reported $3.24B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2024 and 14 closed out, a net change of +16 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2024 was Klaas Financial Asset Advisors, an estimated $24.6M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2024 was Parcion Private Wealth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.