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Dimensional Emerging Markets Core Equity 2 ETF

312 hedge funds and large institutions have $3.2B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 200 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+14
Holders Change %
+4.7%
% of All Funds
4.54%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.06%
New
30
Increased
200
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$25.9M +$4.17M +155,788 +19%
KFAA
27
Klaas Financial Asset Advisors
Illinois
$25M +$25M +936,750 New
GOCP
28
Great Oak Capital Partners
Massachusetts
$24.9M +$3.32M +126,810 +15%
MFWP
29
Mosaic Family Wealth Partners
Missouri
$24.7M +$1.23M +45,901 +5%
KA
30
Kooman & Associates
Pennsylvania
$22.7M +$487K +18,209 +2%
RWM
31
Rockwood Wealth Management
Pennsylvania
$22.4M +$3.5M +130,836 +19%
YAL
32
Your Advocates Ltd
Texas
$22.1M -$5.88M -220,122 -21%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$21.3M +$19.2M +718,730 +913%
SWM
34
Seaside Wealth Management
California
$20.7M +$584K +21,841 +3%
MWA
35
Monograph Wealth Advisors
California
$20.2M +$5.43M +203,268 +37%
DPW
36
DiNuzzo Private Wealth
Pennsylvania
$20.1M -$29.3K -1,096 -0.1%
Betterment LLC
37
Betterment LLC
New York
$18.7M +$2.58M +96,519 +16%
BJL
38
Brighton Jones LLC
Washington
$18.4M +$2.12M +79,294 +13%
PFG
39
Pinnacle Financial Group
Illinois
$18.3M +$668K +24,976 +4%
SCM
40
Stordahl Capital Management
Colorado
$17.8M +$224K +8,379 +1%
RK
41
Rather & Kittrell
Tennessee
$17.7M +$1.66M +62,216 +10%
SSC
42
Syverson Strege & Co
Iowa
$17.6M +$2.42M +90,378 +16%
WA
43
Wealthstream Advisors
New York
$17.1M +$202K +7,567 +1%
WCWM
44
Willow Creek Wealth Management
California
$16.8M +$1.69M +63,109 +11%
PFM
45
Phillips Financial Management
Indiana
$16.4M +$1.52M +56,941 +10%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$16.2M +$1.88M +70,147 +13%
IWM
47
Integris Wealth Management
California
$15.5M -$1.54M -57,759 -9%
B
48
BetterWealth
California
$15.5M +$478K +17,900 +3%
RCI
49
RS Crum Inc
California
$14.8M +$2.21M +82,812 +18%
SIM
50
Stratos Investment Management
Ohio
$14.8M +$4.09M +153,107 +38%