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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
NA
76
NewEdge Advisors
Louisiana
$3.9M +$974K +41,047 +34%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$3.88M +$1.1M +46,482 +40%
KF
78
Krilogy Financial
Missouri
$3.82M +$712K +30,010 +23%
RIM
79
Rockbridge Investment Management
New York
$3.7M +$305K +12,837 +9%
GCA
80
Gradient Capital Advisors
California
$3.53M +$188K +7,917 +6%
Mariner
81
Mariner
Kansas
$3.47M +$12.1K +512 +0.4%
TFA
82
Triad Financial Advisors
North Carolina
$3.39M +$296K +12,494 +10%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$3.35M +$681K +28,714 +26%
Truist Financial
84
Truist Financial
North Carolina
$3.08M +$366K +15,414 +14%
AC
85
Apella Capital
Connecticut
$3.07M +$3.03M +127,632 New
BA
86
Bridgewater Advisors
New York
$3.05M +$28.8K +1,214 +1%
RWM
87
Ruedi Wealth Management
Illinois
$2.97M +$447K +18,821 +18%
V
88
VeraBank
Texas
$2.83M +$2.33M +98,096 +501%
AWM
89
Apollon Wealth Management
South Carolina
$2.82M +$567K +23,900 +26%
NRWA
90
North Ridge Wealth Advisors
Oregon
$2.82M +$218K +9,169 +8%
PCM
91
Passive Capital Management
Maryland
$2.82M +$304K +12,805 +12%
KAS
92
Kestra Advisory Services
Texas
$2.81M +$130K +5,475 +5%
SHFA
93
SC&H Financial Advisors
Maryland
$2.62M +$71.4K +3,010 +3%
AIS
94
American Investment Services
Massachusetts
$2.35M -$771K -32,477 -25%
Bank of America
95
Bank of America
North Carolina
$2.28M +$1.16M +48,715 +106%
LFS
96
Lutz Financial Services
Nebraska
$2.27M +$446K +18,799 +25%
MWM
97
Modera Wealth Management
New Jersey
$2.25M -$110K -4,641 -5%
ST
98
Sageworth Trust
Pennsylvania
$2.08M +$1.21M +51,049 +144%
SFS
99
Sowell Financial Services
Arkansas
$1.99M -$11.9K -500 -0.6%
ACP
100
Aveo Capital Partners
Colorado
$1.94M -$338K -14,234 -15%

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.