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Dimensional Emerging Markets Core Equity 2 ETF

91 hedge funds and large institutions have $426M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 3

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

82% more funds holding

Funds holding: 5091 (+41)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

2.43% less ownership

Funds ownership: 78.78%76.35% (-2.4%)

64% less capital invested

Capital invested by funds: $1.2B → $426M (-$770M)

Holders
91
Holders Change
+41
Holders Change %
+82%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
44
Increased
35
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
51
Five Oceans Advisors
California
$888K -$1.42M -61,708 -59%
SC
52
Shearwater Capital
Colorado
$809K +$903K +39,374 New
NWM
53
Northwest Wealth Management
Iowa
$790K +$103K +4,495 +13%
BJL
54
Brighton Jones LLC
Washington
$788K +$885K +38,575 New
LOPW
55
Live Oak Private Wealth
North Carolina
$748K +$839K +36,580 New
RF
56
Resolute Financial
Massachusetts
$637K +$250K +10,900 +54%
BSW
57
Buckingham Strategic Wealth
Missouri
$615K +$690K +30,074 New
PW
58
Peninsula Wealth
California
$608K +$683K +29,766 New
ACP
59
Aveo Capital Partners
Colorado
$596K +$669K +29,164 New
SHFA
60
SC&H Financial Advisors
Maryland
$593K +$428K +18,667 +180%
KAM
61
KEB Asset Management
Illinois
$547K +$614K +26,760 New
KAS
62
Kestra Advisory Services
Texas
$511K +$574K +25,016 New
RK
63
Rather & Kittrell
Tennessee
$503K +$565K +24,625 New
SIC
64
SJS Investment Consulting
Ohio
$486K +$546K +23,798 New
WG
65
Watchman Group
Texas
$470K +$528K +23,010 New
CL
66
CPWM LLC
Washington
$459K -$486K -21,196 -49%
SFS
67
Sowell Financial Services
Arkansas
$442K -$4.3M -187,403 -90%
CCA
68
Column Capital Advisors
Indiana
$414K +$404K +17,589 +656%
AIS
69
American Investment Services
Massachusetts
$382K +$429K +18,693 New
EWA
70
EverSource Wealth Advisors
Alabama
$366K +$411K +17,917 New
NL
71
NWAM LLC
Washington
$361K +$405K +17,642 New
CWR
72
Chico Wealth RIA
California
$352K
CWM
73
Cahill Wealth Management
Michigan
$336K +$2.52K +110 +0.7%
APG
74
Abacus Planning Group
South Carolina
$336K +$378K +16,460 New
BCM
75
Blume Capital Management
California
$324K +$364K +15,850 New

DFEM Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q3 2022, worth a combined $426M — down 64% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFEM positions and 3 closed out — a net gain of 41 holders — while 35 added to existing stakes and 8 trimmed.

The largest buyer was Truepoint Inc, opening a new position worth an estimated $28.2M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $941M sold.

  • 91 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q3 2022, up from 50 in Q2 2022.
  • Funds reported $426M of Dimensional Emerging Markets Core Equity 2 ETF stock for Q3 2022, down 64% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q3 2022 and 3 closed out, a net change of +41 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q3 2022 was Truepoint Inc, an estimated $28.2M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q3 2022 was Dimensional Fund Advisors, an estimated $941M sold.

Based on aggregated 13F filings for Q3 2022.