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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
SC
26
Savant Capital
Illinois
$19.4M -$4.53M -191,394 -20%
MFWP
27
Mosaic Family Wealth Partners
Missouri
$19.4M -$729K -30,814 -4%
BEW
28
Burton Enright Welch
California
$19M +$1.87M +78,997 +12%
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$18.6M +$17.6M +744,217 New
SWM
30
Seaside Wealth Management
California
$18.2M +$936K +39,576 +6%
GOCP
31
Great Oak Capital Partners
Massachusetts
$17.7M +$16.8M +708,208 New
OMC
32
Old Mission Capital
Illinois
$17.3M +$16.1M +680,118 +4,542%
WA
33
Wealthstream Advisors
New York
$15.8M +$258K +10,919 +2%
SCM
34
Stordahl Capital Management
Colorado
$15.6M +$543K +22,954 +4%
BJL
35
Brighton Jones LLC
Washington
$15M +$3.66M +154,904 +35%
IWM
36
Integris Wealth Management
California
$14.6M +$1.46M +61,696 +12%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$14.4M +$5.63M +238,095 +71%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$13.8M +$9.58M +404,909 +275%
B
39
BetterWealth
California
$13.7M +$35.5K +1,499 +0.3%
SSC
40
Syverson Strege & Co
Iowa
$13.7M +$889K +37,595 +7%
AAP
41
Arax Advisory Partners
Colorado
$13.5M +$357K +15,111 +3%
RK
42
Rather & Kittrell
Tennessee
$13.3M +$1.6M +67,612 +15%
PFG
43
Pinnacle Financial Group
Illinois
$12.6M +$1.14M +48,301 +11%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$12.4M +$74.1K +3,135 +0.6%
AWM
45
Austin Wealth Management
Texas
$12.3M -$1.02M -42,981 -8%
RWM
46
Rockwood Wealth Management
Pennsylvania
$12.3M +$3.07M +130,005 +36%
WCWM
47
Willow Creek Wealth Management
California
$12.2M +$3.77M +159,551 +48%
MWA
48
Monograph Wealth Advisors
California
$12.2M -$68.7K -2,906 -0.6%
BL
49
BFSG LLC
California
$11.9M +$410K +17,344 +4%
OIA
50
OneDigital Investment Advisors
Kansas
$11.9M +$10.6M +447,672 +1,636%

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.