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Dimensional Emerging Markets Core Equity 2 ETF

213 hedge funds and large institutions have $1.58B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 129 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 33

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

26% more capital invested

Capital invested by funds: $1.25B → $1.58B (+$329M)

11% more funds holding

Funds holding: 192213 (+21)

11% more funds holding in top 10

Funds holding in top 10: 3842 (+4)

1.09% more ownership

Funds ownership: 75.92%77% (+1.1%)

Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
3.34%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.66%
New
30
Increased
129
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Evanson Asset Management
California
$6.67M +$578K +24,358 +10%
RCI
52
RS Crum Inc
California
$6.36M +$1.05M +44,325 +20%
CPIG
53
Chicago Partners Investment Group
Illinois
$6.28M +$93.7K +3,948 +2%
BSW
54
Buckingham Strategic Wealth
Missouri
$6.24M +$4.09M +172,188 +198%
SC
55
Schoolcraft Capital
Colorado
$6.18M +$1.7M +71,841 +39%
JFA
56
JNBA Financial Advisors
Minnesota
$5.94M -$96.8K -4,079 -2%
CPA
57
Cardiff Park Advisors
California
$5.87M +$197K +8,298 +4%
LWM
58
Liberty Wealth Management
California
$5.65M -$822K -34,649 -13%
KAM
59
KEB Asset Management
Illinois
$5.51M +$233K +9,809 +4%
FFM
60
Flagstone Financial Management
Nebraska
$5.5M +$3.1M +130,850 +134%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$5.34M +$4.16M +175,369 +433%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$5.13M +$1.89M +79,758 +60%
HIA
63
HTG Investment Advisors
Connecticut
$5.1M +$155K +6,523 +3%
THL
64
Tillman Hartley LLC
Colorado
$5.08M +$1.07M +44,910 +27%
HIG
65
Heritage Investment Group
Florida
$4.93M +$4.86M +204,846 New
GA
66
Greenspring Advisors
Maryland
$4.87M -$3.98M -167,763 -45%
WW
67
Waterfront Wealth
Kansas
$4.76M -$405K -17,084 -8%
WWP
68
Waypoint Wealth Partners
California
$4.36M -$121K -5,110 -3%
TWD
69
True Wealth Design
Ohio
$4.3M +$112K +4,733 +3%
SPWM
70
Straight Path Wealth Management
Michigan
$4.21M +$365K +15,405 +10%
QHA
71
Quarry Hill Advisors
Minnesota
$4.06M -$398K -16,766 -9%
SIM
72
Studio Investment Management
Illinois
$4.06M +$482K +20,296 +14%
CA
73
CGN Advisors
Kansas
$4.03M +$310K +13,051 +8%
MWA
74
Mills Wealth Advisors
Texas
$3.98M +$540K +22,773 +16%
GWM
75
Grand Wealth Management
Michigan
$3.95M -$85.2K -3,593 -2%

DFEM Hedge Fund Activity: Q2 2023 in Review

213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2023, worth a combined $1.58B — up 26% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 8 closed out — a net gain of 22 holders — while 129 added to existing stakes and 33 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $141M. The largest seller was Old Mission Capital, cutting an estimated $11.6M.

  • 213 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $1.58B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2023, up 26% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2023 and 8 closed out, a net change of +22 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2023 was Forum Financial Management, an estimated $141M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2023 was Old Mission Capital, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2023.