We are live on ! Find out more
DFEM icon

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
VAG
76
Vannoy Advisory Group
Texas
$7.78M +$7.37M +311,510 New
FFM
77
Flagstone Financial Management
Nebraska
$7.73M +$632K +26,711 +9%
AF
78
Advisornet Financial
Minnesota
$7.54M +$445K +18,801 +7%
PWMG
79
Private Wealth Management Group
New Jersey
$7.46M +$7.07M +298,900 New
BCM
80
Blume Capital Management
California
$7.41M +$143K +6,025 +2%
HWM
81
Hassell Wealth Management
Louisiana
$7.34M +$185K +7,817 +3%
KAM
82
KEB Asset Management
Illinois
$6.86M +$744K +31,437 +13%
CPA
83
Cardiff Park Advisors
California
$6.57M +$111K +4,687 +2%
VAS
84
Vestmark Advisory Solutions
Massachusetts
$6.57M +$1.24M +52,589 +25%
ATI
85
ARK & TLK Investments
Oklahoma
$6.29M +$5.96M +252,144 New
FS
86
Financial Symmetry
North Carolina
$6.29M +$5.96M +252,005 New
Bank of America
87
Bank of America
North Carolina
$6.11M +$2.18M +92,352 +61%
LWM
88
Liberty Wealth Management
California
$5.9M -$24.6K -1,042 -0.4%
JFA
89
JNBA Financial Advisors
Minnesota
$5.86M -$134K -5,658 -2%
DWA
90
Delap Wealth Advisory
Oregon
$5.84M +$4.65M +196,808 +532%
HIA
91
HTG Investment Advisors
Connecticut
$5.79M +$270K +11,404 +5%
THL
92
Tillman Hartley LLC
Colorado
$5.68M +$410K +17,321 +8%
PWS
93
Physician Wealth Solutions
Nevada
$5.64M +$5.34M +225,905 New
SPWM
94
Straight Path Wealth Management
Michigan
$5.59M +$787K +33,279 +17%
MML Investors Services
95
MML Investors Services
Massachusetts
$5.55M +$5.26M +222,520 New
Morgan Stanley
96
Morgan Stanley
New York
$5.49M +$3.86M +163,149 +287%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$5.38M +$4.41M +186,595 +640%
FCI
98
Financial Counselors Inc
Kansas
$5.37M +$3.14M +132,724 +161%
KF
99
Krilogy Financial
Missouri
$5.3M +$843K +35,651 +20%
GA
100
Greenspring Advisors
Maryland
$5.27M -$411K -17,389 -8%

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.