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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
300
Holders Change
+15
Holders Change %
+5.26%
% of All Funds
4.32%
Holding in Top 10
71
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.39%
% of All Funds
1.02%
New
27
Increased
198
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFS
Heritage Financial Services
Massachusetts
+$54.1M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$36.7M
3
Jane Street
Jane Street
New York
+$33.5M
4
BSW
Buckingham Strategic Wealth
Missouri
+$32.4M
5
EF
Empowered Funds
Pennsylvania
+$22M

Top Sellers

Rank Fund Capital Flow
1
CCM
Carlson Capital Management
Minnesota
-$22.8M
2
OMC
Old Mission Capital
Illinois
-$16.3M
3
FTUS
Flow Traders U.S.
New York
-$8.03M
4
FCI
Financial Counselors Inc
Kansas
-$4.33M
5
SC
Savant Capital
Illinois
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$22.6M +$22M +885,534 New
MFWP
27
Mosaic Family Wealth Partners
Missouri
$22.4M +$2.49M +100,473 +13%
BEW
28
Burton Enright Welch
California
$22.4M +$2.92M +117,704 +16%
KA
29
Kooman & Associates
Pennsylvania
$21.2M +$897K +36,185 +5%
GOCP
30
Great Oak Capital Partners
Massachusetts
$21M +$2.91M +117,215 +17%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$20.7M +$5.9M +238,094 +41%
DPW
32
DiNuzzo Private Wealth
Pennsylvania
$19.2M +$198K +8,001 +1%
SWM
33
Seaside Wealth Management
California
$19.2M +$550K +22,185 +3%
RWM
34
Rockwood Wealth Management
Pennsylvania
$18M +$5.31M +214,083 +43%
PFG
35
Pinnacle Financial Group
Illinois
$16.9M +$3.85M +155,255 +31%
SCM
36
Stordahl Capital Management
Colorado
$16.8M +$798K +32,192 +5%
SC
37
Savant Capital
Illinois
$16.3M -$3.46M -139,568 -18%
IWM
38
Integris Wealth Management
California
$16.2M +$1.28M +51,548 +9%
WA
39
Wealthstream Advisors
New York
$16.1M +$4.63K +187 +0%
BJL
40
Brighton Jones LLC
Washington
$15.5M +$255K +10,280 +2%
Betterment LLC
41
Betterment LLC
New York
$15.4M +$10.7M +433,591 +254%
RK
42
Rather & Kittrell
Tennessee
$15.3M +$1.75M +70,538 +13%
SSC
43
Syverson Strege & Co
Iowa
$14.5M +$519K +20,927 +4%
WCWM
44
Willow Creek Wealth Management
California
$14.4M +$1.92M +77,330 +16%
B
45
BetterWealth
California
$14.3M +$290K +11,715 +2%
PFM
46
Phillips Financial Management
Indiana
$14.2M +$2.44M +98,352 +22%
MWA
47
Monograph Wealth Advisors
California
$14.1M +$1.61M +65,085 +13%
AAP
48
Arax Advisory Partners
Colorado
$14M +$241K +9,724 +2%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$13.7M +$4.78M +192,812 +56%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$13.6M -$428K -17,252 -3%
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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.