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Dimensional Emerging Markets Core Equity 2 ETF
DFEM

315 hedge funds and large institutions have $3.24B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 203 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 55

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $2.88B → $3.24B (+$365M)

6% more funds holding in top 10

Funds holding in top 10: 71 → 75 (+4)

5% more funds holding

Funds holding: 300 → 315 (+15)

0.24% less ownership

Funds ownership: 82.84% → 82.6% (-0.24%)

Holders
315
Holders Change
+15
Holders Change %
+5%
% of All Funds
4.55%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.08%
New
30
Increased
203
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFAA
Klaas Financial Asset Advisors
Illinois
+$24.6M
2
BSW
Buckingham Strategic Wealth
Missouri
+$20.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$19.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18.8M
5
SC
Savant Capital
Illinois
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
PPW
Parcion Private Wealth
Washington
-$26.9M
2
EF
Empowered Funds
Pennsylvania
-$22.6M
3
FFM
Forum Financial Management
Illinois
-$19.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.36M
5
YAL
Your Advocates Ltd
Texas
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$25.9M +$4.08M +155,788 +19%
KFAA
27
Klaas Financial Asset Advisors
Illinois
$25M +$24.6M +936,750 New
GOCP
28
Great Oak Capital Partners
Massachusetts
$24.9M +$3.32M +126,810 +15%
BEW
29
Burton Enright Welch
California
$24.8M +$1.29M +49,129 +6%
MFWP
30
Mosaic Family Wealth Partners
Missouri
$24.7M +$1.2M +45,901 +5%
KA
31
Kooman & Associates
Pennsylvania
$22.7M +$477K +18,209 +2%
RWM
32
Rockwood Wealth Management
Pennsylvania
$22.4M +$3.43M +130,836 +19%
YAL
33
Your Advocates Ltd
Texas
$22.1M -$5.77M -220,122 -21%
JP Morgan Chase
34
JP Morgan Chase
New York
$21.3M +$18.8M +718,730 +913%
SWM
35
Seaside Wealth Management
California
$20.7M +$573K +21,841 +3%
MWA
36
Monograph Wealth Advisors
California
$20.2M +$5.33M +203,268 +37%
DPW
37
DiNuzzo Private Wealth
Pennsylvania
$20.1M -$28.7K -1,096 -0.1%
Betterment LLC
38
Betterment LLC
New York
$18.7M +$2.53M +96,519 +16%
BJL
39
Brighton Jones LLC
Washington
$18.4M +$2.08M +79,294 +13%
PFG
40
Pinnacle Financial Group
Illinois
$18.3M +$655K +24,976 +4%
SCM
41
Stordahl Capital Management
Colorado
$17.8M +$220K +8,379 +1%
RK
42
Rather & Kittrell
Tennessee
$17.7M +$1.63M +62,216 +10%
SSC
43
Syverson Strege & Co
Iowa
$17.6M +$2.37M +90,378 +16%
WA
44
Wealthstream Advisors
New York
$17.1M +$198K +7,567 +1%
WCWM
45
Willow Creek Wealth Management
California
$16.8M +$1.65M +63,109 +11%
PFM
46
Phillips Financial Management
Indiana
$16.4M +$1.49M +56,941 +10%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$16.2M +$1.84M +70,147 +13%
IWM
48
Integris Wealth Management
California
$15.5M -$1.51M -57,759 -9%
B
49
BetterWealth
California
$15.5M +$469K +17,900 +3%
RCI
50
RS Crum Inc
California
$14.8M +$2.17M +82,812 +18%
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DFEM Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2024, worth a combined $3.24B — up 13% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 14 closed out — a net gain of 16 holders — while 203 added to existing stakes and 55 trimmed.

The largest buyer was Klaas Financial Asset Advisors, opening a new position worth an estimated $24.6M. The largest seller was Parcion Private Wealth, cutting an estimated $26.9M.

  • 315 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2024, up from 300 in Q1 2024.
  • Funds reported $3.24B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2024 and 14 closed out, a net change of +16 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2024 was Klaas Financial Asset Advisors, an estimated $24.6M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2024 was Parcion Private Wealth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.