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Dimensional Emerging Markets Core Equity 2 ETF
DFEM

Overview Fund Activity

191 hedge funds and large institutions have $1.23B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.06%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
36
Increased
124
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$146M
2
YAL
2
Your Advocates Ltd
Texas
$25.8M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$75.3M
4
LPL Financial
4
LPL Financial
California
$14.7M
5
OPWM
5
Oakwell Private Wealth Management
Texas
$13.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$13.5M
2
OMC
2
Old Mission Capital
Illinois
$11.8M
3
WG
3
Watchman Group
Texas
$6.62M
4
GWM
4
Grand Wealth Management
Michigan
$3.96M
5
UBS Group
5
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
76
American Investment Services
Massachusetts
$2.93M – – –
NA
77
NewEdge Advisors
Louisiana
$2.86M +$2.2M +93,467 +337%
VAS
78
Vestmark Advisory Solutions
Massachusetts
$2.71M +$2.71M +115,004 New
Truist Financial
79
Truist Financial
North Carolina
$2.66M +$684K +29,009 +35%
KAS
80
Kestra Advisory Services
Texas
$2.62M +$330K +13,990 +14%
HNWA
81
Henrickson Nauta Wealth Advisors
Michigan
$2.61M +$383K +16,217 +17%
NRWA
82
North Ridge Wealth Advisors
Oregon
$2.55M +$2.55M +108,226 New
SHFA
83
SC&H Financial Advisors
Maryland
$2.5M +$281K +11,924 +13%
RWM
84
Ruedi Wealth Management
Illinois
$2.47M +$291K +12,316 +13%
PCM
85
Passive Capital Management
Maryland
$2.46M +$321K +13,588 +15%
FTUS
86
Flow Traders U.S.
New York
$2.37M +$1.29M +54,813 +120%
Osaic Holdings
87
Osaic Holdings
Arizona
$2.34M +$414K +17,560 +22%
MWM
88
Modera Wealth Management
New Jersey
$2.31M +$2.88K +122 +0.1%
FFM
89
Flagstone Financial Management
Nebraska
$2.31M +$2.31M +97,806 New
ACP
90
Aveo Capital Partners
Colorado
$2.24M -$1.75K -74 -0.1%
AWM
91
Apollon Wealth Management
South Carolina
$2.21M +$1.71M +72,500 +345%
SFS
92
Sowell Financial Services
Arkansas
$1.97M +$79K +3,349 +4%
BSW
93
Buckingham Strategic Wealth
Missouri
$1.96M – – –
DWA
94
Delap Wealth Advisory
Oregon
$1.9M +$4.03K +171 +0.2%
WP
95
WMS Partners
Maryland
$1.84M -$7.62K -323 -0.4%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$1.8M +$319K +13,522 +22%
LFS
97
Lutz Financial Services
Nebraska
$1.79M +$849K +35,978 +90%
SC
98
Shearwater Capital
Colorado
$1.65M +$249K +10,547 +18%
PWM
99
PBMares Wealth Management
Virginia
$1.64M +$173K +7,337 +12%
CIAS
100
CFS Investment Advisory Services
New Jersey
$1.56M +$56.1K +2,379 +4%
2 3
4
5 6