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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
SHFA
76
SC&H Financial Advisors
Maryland
$2.11M +$1.42M +65,106 +224%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$2.11M +$2.05M +93,806 New
PCM
78
Passive Capital Management
Maryland
$2.04M +$426K +19,531 +27%
BSW
79
Buckingham Strategic Wealth
Missouri
$1.96M +$1.24M +57,035 +190%
Truist Financial
80
Truist Financial
North Carolina
$1.95M +$1.83M +83,838 New
Osaic Holdings
81
Osaic Holdings
Arizona
$1.83M +$1.63M +74,791 +1,091%
DWA
82
Delap Wealth Advisory
Oregon
$1.81M +$1.76M +80,571 New
SFS
83
Sowell Financial Services
Arkansas
$1.8M +$1.27M +58,379 +270%
WP
84
WMS Partners
Maryland
$1.76M +$1.71M +78,333 New
CIAS
85
CFS Investment Advisory Services
New Jersey
$1.43M -$19M -871,328 -93%
JP Morgan Chase
86
JP Morgan Chase
New York
$1.41M +$1.37M +62,632 New
SWA
87
ShankerValleau Wealth Advisors
Illinois
$1.4M +$1.36M +62,243 New
PWM
88
PBMares Wealth Management
Virginia
$1.4M -$650K -29,798 -32%
SC
89
Shearwater Capital
Colorado
$1.37M +$434K +19,885 +51%
PW
90
Peninsula Wealth
California
$1.37M +$680K +31,188 +105%
AC
91
Applied Capital
Arkansas
$1.36M +$352K +16,166 +36%
FA
92
Financial Alternatives
California
$1.34M +$1.3M +59,663 New
AC
93
Apella Capital
Connecticut
$1.3M +$1.27M +58,056 New
TFG
94
Tilson Financial Group
New Jersey
$1.24M +$1.2M +55,178 New
FOA
95
Five Oceans Advisors
California
$1.2M +$216K +9,918 +23%
HSG
96
Helen Stephens Group
Texas
$1.14M +$41.1K +1,887 +4%
LFGO
97
Legacy Financial Group (Oklahoma)
Oklahoma
$1.05M +$1.02M +46,959 New
FTUS
98
Flow Traders U.S.
New York
$1.02M +$994K +45,579 New
JWA
99
JFS Wealth Advisors
Pennsylvania
$961K +$864K +39,629 +1,256%
WP
100
WealthSource Partners
California
$913K +$886K +40,656 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.