Dimensional Emerging Markets Core Equity 2 ETF
DFEM
300 hedge funds and large institutions have $2.88B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 198 increasing their positions, 57 reducing their positions, and 8 closing their positions.
247% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 57
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
16% more funds holding in top 10
Funds holding in top 10: 61 → 71 (+10)
16% more capital invested
Capital invested by funds: $2.48B → $2.88B (+$399M)
5% more funds holding
Funds holding: 285 → 300 (+15)
1.3% less ownership
Funds ownership: 84.14% → 82.84% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$54.1M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$36.7M |
| 3 |
Jane Street
New York
|
+$33.5M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$32.4M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$22.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$16.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$8.03M |
| 4 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$4.33M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$3.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SDWIA
301
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| – | -$424K | -16,991 | Closed |
|
|
KCM
302
Kaye Capital Management
El Segundo,
California
| – | -$227K | -9,490 | Closed |
|
|
HIIFS
303
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$110K | -4,400 | Closed |
|
|
CA
304
Clearstead Advisors
Cleveland,
Ohio
| – | -$40.2K | -1,611 | Closed |
|
|
LF
305
Lee Financial
Dallas,
Texas
| – | -$40K | -1,604 | Closed |
|
306
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$20K | -810 | Closed |
|
|
WP
307
WealthShield Partners
Cary,
North Carolina
| – | -$17.2K | -689 | Closed |
|
|
AWM
308
Able Wealth Management
Toms River,
New Jersey
| – | -$8.94K | -358 | Closed |
|
DFEM Hedge Fund Activity: Q1 2024 in Review
300 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q1 2024, worth a combined $2.88B — up 16% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFEM positions and 8 closed out — a net gain of 19 holders — while 198 added to existing stakes and 57 trimmed.
The largest buyer was Heritage Financial Services, opening a new position worth an estimated $54.1M. The largest seller was Carlson Capital Management, cutting an estimated $22.8M.
- 300 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q1 2024, up from 285 in Q4 2023.
- Funds reported $2.88B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 27 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q1 2024 and 8 closed out, a net change of +19 holders.
- The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q1 2024 was Heritage Financial Services, an estimated $54.1M added.
- The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q1 2024 was Carlson Capital Management, an estimated $22.8M sold.
Based on aggregated 13F filings for Q1 2024.