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Dimensional Emerging Markets Core Equity 2 ETF

91 hedge funds and large institutions have $426M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 3

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

82% more funds holding

Funds holding: 5091 (+41)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

2.43% less ownership

Funds ownership: 78.78%76.35% (-2.4%)

64% less capital invested

Capital invested by funds: $1.2B → $426M (-$770M)

Holders
91
Holders Change
+41
Holders Change %
+82%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
44
Increased
35
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
Monograph Wealth Advisors
California
$3.65M +$4.1M +178,626 New
CPIG
27
Chicago Partners Investment Group
Illinois
$3.32M +$2.28M +99,482 +177%
SFG
28
Steward Financial Group
Texas
$3.13M +$2.78M +121,304 +378%
OMC
29
Old Mission Capital
Illinois
$2.96M +$873K +38,054 +36%
Mariner
30
Mariner
Kansas
$2.37M +$2.66M +115,772 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.11M +$2.09M +90,959 +738%
BA
32
Bridgewater Advisors
New York
$2.05M +$2.3M +100,112 New
PWM
33
PBMares Wealth Management
Virginia
$1.88M +$816K +35,547 +63%
WCWM
34
Willow Creek Wealth Management
California
$1.86M +$2.09M +91,231 New
RWM
35
Rockwood Wealth Management
Pennsylvania
$1.83M +$1.54M +67,042 +297%
RCI
36
RS Crum Inc
California
$1.65M +$1.85M +80,570 New
PFM
37
Phillips Financial Management
Indiana
$1.58M +$1.78M +77,504 New
GWM
38
Grand Wealth Management
Michigan
$1.57M +$1.77M +77,012 New
PCM
39
Passive Capital Management
Maryland
$1.45M +$1.63M +71,181 New
PFG
40
Pinnacle Financial Group
Illinois
$1.45M +$1.27M +55,400 +352%
GCA
41
Gradient Capital Advisors
California
$1.33M +$903K +39,346 +154%
HNWA
42
Henrickson Nauta Wealth Advisors
Michigan
$1.32M +$202K +8,817 +16%
GA
43
Greenspring Advisors
Maryland
$1.15M +$1.29M +56,102 New
BWS
44
BCR Wealth Strategies
Alabama
$1.11M +$1.15M +50,326 +1,215%
TFA
45
Triad Financial Advisors
North Carolina
$1.1M +$772K +33,651 +168%
HSG
46
Helen Stephens Group
Texas
$1M +$1.12M +48,989 New
RIM
47
Rockbridge Investment Management
New York
$980K +$797K +34,737 +263%
CIAS
48
CFS Investment Advisory Services
New Jersey
$935K +$21.5M +934,891 New
AC
49
Applied Capital
Arkansas
$912K +$552K +24,068 +117%
SPWM
50
Straight Path Wealth Management
Michigan
$893K +$495K +21,590 +98%

DFEM Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q3 2022, worth a combined $426M — down 64% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFEM positions and 3 closed out — a net gain of 41 holders — while 35 added to existing stakes and 8 trimmed.

The largest buyer was Truepoint Inc, opening a new position worth an estimated $28.2M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $941M sold.

  • 91 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q3 2022, up from 50 in Q2 2022.
  • Funds reported $426M of Dimensional Emerging Markets Core Equity 2 ETF stock for Q3 2022, down 64% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q3 2022 and 3 closed out, a net change of +41 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q3 2022 was Truepoint Inc, an estimated $28.2M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q3 2022 was Dimensional Fund Advisors, an estimated $941M sold.

Based on aggregated 13F filings for Q3 2022.