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Dimensional Emerging Markets Core Equity 2 ETF

213 hedge funds and large institutions have $1.58B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 129 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 33

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

26% more capital invested

Capital invested by funds: $1.25B → $1.58B (+$329M)

11% more funds holding

Funds holding: 192213 (+21)

11% more funds holding in top 10

Funds holding in top 10: 3842 (+4)

1.09% more ownership

Funds ownership: 75.92%77% (+1.1%)

Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
3.34%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.66%
New
30
Increased
129
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$13.1M -$643K -27,109 -5%
B
27
BetterWealth
California
$13.1M +$83.1K +3,504 +0.6%
SSC
28
Syverson Strege & Co
Iowa
$12M +$67.8K +2,859 +0.6%
AAP
29
Arax Advisory Partners
Colorado
$11.9M +$270K +11,386 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$11.3M +$3.35M +141,081 +43%
MWA
31
Monograph Wealth Advisors
California
$11M +$633K +26,669 +6%
BL
32
BFSG LLC
California
$10.9M +$216K +9,084 +2%
JFG
33
JMG Financial Group
Illinois
$10.8M +$3.01M +127,059 +40%
PCI
34
Planning Center Inc
Illinois
$10.4M +$448K +18,886 +5%
PFG
35
Pinnacle Financial Group
Illinois
$10.4M +$556K +23,415 +6%
SFG
36
Steward Financial Group
Texas
$10.3M +$832K +35,065 +9%
RK
37
Rather & Kittrell
Tennessee
$10M +$847K +35,694 +9%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$9.74M +$5.24M +220,897 +120%
BJL
39
Brighton Jones LLC
Washington
$9.12M +$1.22M +51,502 +16%
ASI
40
Advisory Services & Investments
Oregon
$8.14M +$662K +27,911 +9%
RWM
41
Rockwood Wealth Management
Pennsylvania
$8M +$222K +9,348 +3%
CCA
42
Cravens & Co Advisors
Tennessee
$7.89M -$246K -10,385 -3%
WG
43
Watchman Group
Texas
$7.63M +$2.57M +108,526 +52%
PFM
44
Phillips Financial Management
Indiana
$7.38M +$1.47M +61,820 +25%
BWS
45
BCR Wealth Strategies
Alabama
$7.37M +$482K +20,318 +7%
WCWM
46
Willow Creek Wealth Management
California
$7.33M +$693K +29,194 +11%
AF
47
Advisornet Financial
Minnesota
$7.24M -$7K -295 -0.1%
HWM
48
Hassell Wealth Management
Louisiana
$7.08M +$507K +21,387 +8%
BCM
49
Blume Capital Management
California
$6.97M +$39.9K +1,680 +0.6%
SM
50
Sensible Money
Arizona
$6.82M +$1.49M +62,977 +29%

DFEM Hedge Fund Activity: Q2 2023 in Review

213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2023, worth a combined $1.58B — up 26% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 8 closed out — a net gain of 22 holders — while 129 added to existing stakes and 33 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $141M. The largest seller was Old Mission Capital, cutting an estimated $11.6M.

  • 213 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $1.58B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2023, up 26% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2023 and 8 closed out, a net change of +22 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2023 was Forum Financial Management, an estimated $141M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2023 was Old Mission Capital, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2023.