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Dimensional Emerging Markets Core Equity 2 ETF

163 hedge funds and large institutions have $879M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 68 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,875% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 4

518% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 11

218% more funds holding in top 10

Funds holding in top 10: 1135 (+24)

106% more capital invested

Capital invested by funds: $426M → $879M (+$453M)

79% more funds holding

Funds holding: 91163 (+72)

0.51% more ownership

Funds ownership: 76.35%76.86% (+0.51%)

Holders
163
Holders Change
+72
Holders Change %
+79.12%
% of All Funds
2.62%
Holding in Top 10
35
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+218.18%
% of All Funds
0.56%
New
79
Increased
68
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
26
Planning Center Inc
Illinois
$7.02M +$6.82M +312,612 New
RWM
27
Rockwood Wealth Management
Pennsylvania
$6.94M +$4.79M +219,535 +245%
ASI
28
Advisory Services & Investments
Oregon
$6.78M -$402K -18,428 -6%
AF
29
Advisornet Financial
Minnesota
$6.55M +$222K +10,204 +4%
BCM
30
Blume Capital Management
California
$6.45M +$5.91M +271,240 +1,711%
GA
31
Greenspring Advisors
Maryland
$6.37M +$4.96M +227,662 +406%
WG
32
Watchman Group
Texas
$6.01M +$5.33M +244,646 +1,063%
HWM
33
Hassell Wealth Management
Louisiana
$5.55M +$5.02M +230,458 New
JFA
34
JNBA Financial Advisors
Minnesota
$5.29M +$288K +13,206 +6%
MFWP
35
Mosaic Family Wealth Partners
Missouri
$5.28M +$5.13M +235,165 New
CPA
36
Cardiff Park Advisors
California
$5.23M -$709K -32,529 -12%
CPIG
37
Chicago Partners Investment Group
Illinois
$5.19M +$1.35M +61,932 +40%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.18M +$2.78M +127,598 +124%
BJL
39
Brighton Jones LLC
Washington
$4.96M +$3.97M +182,185 +472%
JFG
40
JMG Financial Group
Illinois
$4.88M +$4.74M +217,514 New
WCWM
41
Willow Creek Wealth Management
California
$4.82M +$2.69M +123,529 +135%
PFM
42
Phillips Financial Management
Indiana
$4.81M +$2.98M +136,781 +176%
KAM
43
KEB Asset Management
Illinois
$4.43M +$3.72M +170,694 +638%
HIA
44
HTG Investment Advisors
Connecticut
$4.36M +$4.23M +193,990 New
PFG
45
Pinnacle Financial Group
Illinois
$4.3M +$2.62M +120,262 +169%
MWA
46
Monograph Wealth Advisors
California
$4.09M +$77.5K +3,555 +2%
GWM
47
Grand Wealth Management
Michigan
$4.06M +$2.26M +103,797 +135%
RCI
48
RS Crum Inc
California
$4.03M +$2.16M +99,005 +123%
TWD
49
True Wealth Design
Ohio
$3.89M +$3.78M +173,266 New
EAM
50
Evanson Asset Management
California
$3.81M +$3.46M +158,624 +1,467%

DFEM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2022, worth a combined $879M — up 106% from $426M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DFEM positions and 4 closed out — a net gain of 75 holders — while 68 added to existing stakes and 11 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $63M. The largest seller was HighTower Advisors, cutting an estimated $23.3M.

  • 163 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $879M of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2022, up 106% quarter-over-quarter.
  • 79 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2022 and 4 closed out, a net change of +75 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2022 was Forum Financial Management, an estimated $63M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2022 was HighTower Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2022.