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Dimensional Emerging Markets Core Equity 2 ETF

285 hedge funds and large institutions have $2.48B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 169 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

589% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 9

369% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 36

42% more capital invested

Capital invested by funds: $1.75B → $2.48B (+$729M)

39% more funds holding in top 10

Funds holding in top 10: 4461 (+17)

20% more funds holding

Funds holding: 237285 (+48)

7.74% more ownership

Funds ownership: 76.4%84.14% (+7.7%)

Holders
285
Holders Change
+48
Holders Change %
+20.25%
% of All Funds
4.16%
Holding in Top 10
61
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+38.64%
% of All Funds
0.89%
New
62
Increased
169
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$11.4M +$1.65M +69,785 +18%
PCI
52
Planning Center Inc
Illinois
$11.4M +$234K +9,873 +2%
BCA
53
Ballentine Capital Advisors
South Carolina
$11.3M +$11.1M +467,388 New
JC
54
Jentner Corp
Ohio
$11.3M +$8.32M +351,922 +352%
CC
55
Capstone Capital
Nevada
$11.2M +$10.6M +447,556 New
LEFP
56
Leading Edge Financial Planning
Tennessee
$10.5M +$6.81M +287,932 +215%
BWS
57
BCR Wealth Strategies
Alabama
$10.2M +$1.46M +61,914 +18%
NA
58
NewEdge Advisors
Louisiana
$10.2M +$5.68M +239,971 +131%
Mariner
59
Mariner
Kansas
$9.95M +$689K +29,120 +8%
CFGA
60
Cambridge Financial Group (Arizona)
Arizona
$9.88M +$9.36M +395,638 New
SC
61
Schoolcraft Capital
Colorado
$9.59M +$1.88M +79,674 +26%
ASI
62
Advisory Services & Investments
Oregon
$9.47M +$779K +32,953 +10%
SM
63
Sensible Money
Arizona
$9.38M +$950K +40,181 +12%
Jane Street
64
Jane Street
New York
$9.25M +$8.76M +370,407 New
JWM
65
JGP Wealth Management
Oregon
$9.18M +$286K +12,075 +3%
EC
66
Eaton-Cambridge
Arizona
$9.06M +$8.58M +362,942 New
EAM
67
Evanson Asset Management
California
$9.04M +$1.14M +48,211 +15%
RCI
68
RS Crum Inc
California
$8.97M +$1.24M +52,467 +17%
ST
69
Sageworth Trust
Pennsylvania
$8.58M +$1.99M +84,069 +32%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$8.56M +$1.02M +43,023 +14%
FTUS
71
Flow Traders U.S.
New York
$8.41M +$5M +211,322 +168%
CCA
72
Cravens & Co Advisors
Tennessee
$8.32M +$9.22K +390 +0.1%
WG
73
Watchman Group
Texas
$8.27M +$12.2K +515 +0.2%
HIG
74
Heritage Investment Group
Florida
$8.22M +$1.47M +62,000 +23%
PCM
75
Peirce Capital Management
Texas
$7.85M +$7.44M +314,584 New

DFEM Hedge Fund Activity: Q4 2023 in Review

285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2023, worth a combined $2.48B — up 42% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFEM positions and 9 closed out — a net gain of 53 holders — while 169 added to existing stakes and 36 trimmed.

The largest buyer was Parcion Private Wealth, adding an estimated $57.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.95M sold.

  • 285 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2023, up from 237 in Q3 2023.
  • Funds reported $2.48B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 62 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2023 and 9 closed out, a net change of +53 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2023 was Parcion Private Wealth, an estimated $57.3M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2023 was Susquehanna International Group, an estimated $7.95M sold.

Based on aggregated 13F filings for Q4 2023.