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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
LOPW
101
Live Oak Private Wealth
North Carolina
$906K +$82K +3,760 +10%
LFS
102
Lutz Financial Services
Nebraska
$894K +$868K +39,796 New
CWM
103
Cahill Wealth Management
Michigan
$867K +$430K +19,723 +120%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$862K +$834K +38,254 New
CCA
105
Column Capital Advisors
Indiana
$861K +$394K +18,063 +89%
CWM
106
Core Wealth Management
Florida
$859K +$834K +38,257 New
SAG
107
SageView Advisory Group
California
$854K +$829K +38,038 New
SIC
108
SJS Investment Consulting
Ohio
$682K +$143K +6,560 +28%
SFM
109
Signet Financial Management
New Jersey
$675K +$656K +30,073 New
RF
110
Resolute Financial
Massachusetts
$641K -$56.3K -2,583 -8%
NA
111
NewEdge Advisors
Louisiana
$622K +$604K +27,696 New
NWM
112
Northwest Wealth Management
Iowa
$596K -$264K -12,106 -31%
BPA
113
Beacon Pointe Advisors
California
$585K +$567K +26,025 New
CA
114
Claris Advisors
Missouri
$538K +$522K +23,952 New
SCM
115
SOL Capital Management
Maryland
$501K +$486K +22,300 New
BCM
116
Brainard Capital Management
Texas
$475K +$461K +21,144 New
AWM
117
Apollon Wealth Management
South Carolina
$472K +$458K +21,000 New
EWA
118
EverSource Wealth Advisors
Alabama
$456K +$52.3K +2,397 +13%
SC
119
Savant Capital
Illinois
$453K +$440K +20,178 New
RLIM
120
Red Lighthouse Investment Management
New York
$452K +$438K +20,108 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$450K +$437K +20,050 New
APG
122
Abacus Planning Group
South Carolina
$429K +$57.4K +2,633 +16%
MFA
123
Morling Financial Advisors
California
$425K +$413K +18,938 New
NL
124
NWAM LLC
Washington
$409K +$11.9K +546 +3%
MWM
125
Meritas Wealth Management
California
$406K +$394K +18,089 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.