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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$20K +$5.91K +250 +45%
WP
277
WealthShield Partners
North Carolina
$17.2K
PFBT
278
Parkside Financial Bank & Trust
Missouri
$13.4K -$120K -5,059 -90%
AWM
279
Able Wealth Management
New Jersey
$8.94K +$8.47K +358 New
BWM
280
Baystate Wealth Management
Massachusetts
$8.55K +$8.09K +342 New
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$8.14K
AP
282
Aspect Partners
Virginia
$6.69K +$6.34K +268 New
GTAM
283
Global Trust Asset Management
Florida
$3.99K
OIA
284
Optimum Investment Advisors
Illinois
$3K +$2.84K +120 New
EWA
285
Elevate Wealth Advisory
Georgia
$849 +$804 +34 New
Susquehanna International Group
286
Susquehanna International Group
Pennsylvania
-$7.95M -341,142 Closed
AC
287
Avestar Capital
New York
-$5.55M -238,046 Closed
CA
288
CGN Advisors
Kansas
-$4.24M -181,971 Closed
Baird Financial Group
289
Baird Financial Group
Wisconsin
-$271K -11,621 Closed
MSFS
290
Main Street Financial Solutions
Pennsylvania
-$224K -9,600 Closed
SWM
291
Soundmark Wealth Management
Washington
-$200K -8,580 Closed
US Bancorp
292
US Bancorp
Minnesota
-$37.4K -1,603 Closed
FWM
293
Focused Wealth Management
New York
-$8.65K -371 Closed
EWM
294
Evermay Wealth Management
Virginia
-$4.13K -177 Closed

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.