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Dimensional Emerging Markets Core Equity 2 ETF

163 hedge funds and large institutions have $879M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 68 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,875% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 4

518% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 11

218% more funds holding in top 10

Funds holding in top 10: 1135 (+24)

106% more capital invested

Capital invested by funds: $426M → $879M (+$453M)

79% more funds holding

Funds holding: 91163 (+72)

0.51% more ownership

Funds ownership: 76.35%76.86% (+0.51%)

Holders
163
Holders Change
+72
Holders Change %
+79.12%
% of All Funds
2.62%
Holding in Top 10
35
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+218.18%
% of All Funds
0.56%
New
79
Increased
68
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
51
Focus Partners Advisor Solutions
Missouri
$3.72M -$1.58M -72,612 -30%
QHA
52
Quarry Hill Advisors
Minnesota
$3.63M +$3.52M +161,444 New
THL
53
Tillman Hartley LLC
Colorado
$3.61M +$3.5M +160,635 New
SC
54
Schoolcraft Capital
Colorado
$3.53M +$3.43M +157,388 New
WWP
55
Waypoint Wealth Partners
California
$3.5M -$769K -35,290 -18%
SM
56
Sensible Money
Arizona
$3.46M +$3.36M +154,080 New
Mariner
57
Mariner
Kansas
$3.14M +$525K +24,091 +21%
SPWM
58
Straight Path Wealth Management
Michigan
$3.12M +$2.08M +95,299 +218%
AWM
59
Align Wealth Management
Oklahoma
$3.05M +$3.26M +149,425 New
KA
60
Kooman & Associates
Pennsylvania
$2.97M +$2.89M +132,346 New
CA
61
CGN Advisors
Kansas
$2.96M +$2.87M +131,613 New
AIS
62
American Investment Services
Massachusetts
$2.93M +$2.44M +111,703 +598%
BA
63
Bridgewater Advisors
New York
$2.62M +$360K +16,517 +16%
WW
64
Waterfront Wealth
Kansas
$2.61M +$2.3M +105,520 New
RIM
65
Rockbridge Investment Management
New York
$2.56M +$1.44M +65,930 +137%
MWA
66
Mills Wealth Advisors
Texas
$2.41M +$2.34M +107,448 New
TFA
67
Triad Financial Advisors
North Carolina
$2.4M +$1.16M +53,052 +99%
GCA
68
Gradient Capital Advisors
California
$2.32M +$838K +38,452 +59%
KF
69
Krilogy Financial
Missouri
$2.26M +$2.19M +100,514 New
MWM
70
Modera Wealth Management
New Jersey
$2.2M +$2.14M +98,008 New
KAS
71
Kestra Advisory Services
Texas
$2.18M +$1.57M +72,191 +289%
ACP
72
Aveo Capital Partners
Colorado
$2.13M +$1.44M +65,890 +226%
HNWA
73
Henrickson Nauta Wealth Advisors
Michigan
$2.12M +$653K +29,959 +46%
BWS
74
BCR Wealth Strategies
Alabama
$2.12M +$871K +39,939 +73%
RWM
75
Ruedi Wealth Management
Illinois
$2.12M +$2.01M +92,189 New

DFEM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2022, worth a combined $879M — up 106% from $426M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DFEM positions and 4 closed out — a net gain of 75 holders — while 68 added to existing stakes and 11 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $63M. The largest seller was HighTower Advisors, cutting an estimated $23.3M.

  • 163 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $879M of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2022, up 106% quarter-over-quarter.
  • 79 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2022 and 4 closed out, a net change of +75 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2022 was Forum Financial Management, an estimated $63M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2022 was HighTower Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2022.