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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
PAG
76
Private Advisor Group
New Jersey
$286K
Renaissance Technologies
77
Renaissance Technologies
New York
$229K +$257K +11,200 New
WCA
78
Waypoint Capital Advisors
Minnesota
$225K +$252K +10,985 New
EAM
79
Evanson Asset Management
California
$221K +$248K +10,810 New
SWM
80
Soundmark Wealth Management
Washington
$215K +$241K +10,510 New
IFS
81
Intelligent Financial Strategies
Minnesota
$154K -$218K -9,514 -56%
Osaic Holdings
82
Osaic Holdings
Arizona
$140K +$157K +6,853 New
US Bancorp
83
US Bancorp
Minnesota
$130K +$146K +6,380 New
JWA
84
JFS Wealth Advisors
Pennsylvania
$64K +$53.3K +2,322 +279%
CMBA
85
C.M. Bidwell & Associates
Hawaii
$33K +$36.6K +1,597 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$31K -$276K -12,040 -89%
DEM
87
Disciplined Equity Management
Florida
$12K +$1.84K +80 +16%
FA
88
Fortis Advisors
Pennsylvania
$12K +$13.3K +581 New
IA
89
IFP Advisors
Florida
$2K
MCA
90
Maryland Capital Advisors
Maryland
$2K
GTAM
91
Global Trust Asset Management
Florida
$2K +$2.06K +90 New
Dimensional Fund Advisors
92
Dimensional Fund Advisors
Texas
-$941M -400,000 Closed
GWA
93
Geometric Wealth Advisors
District of Columbia
-$3.24M -137,655 Closed
CWM
94
CarsonAllaria Wealth Management
Illinois
-$163K -6,939 Closed

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.