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Dimensional Emerging Markets Core Equity 2 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AC
101
Applied Capital
Arkansas
$1.54M +$103K +4,379 +7%
PW
102
Peninsula Wealth
California
$1.53M +$95.3K +4,040 +7%
FA
103
Financial Alternatives
California
$1.51M +$108K +4,558 +8%
SWA
104
ShankerValleau Wealth Advisors
Illinois
$1.46M -$12.4K -527 -0.8%
FOA
105
Five Oceans Advisors
California
$1.43M +$171K +7,268 +14%
TFG
106
Tilson Financial Group
New Jersey
$1.43M +$128K +5,406 +10%
NSG
107
Nalls Sherbakoff Group
Tennessee
$1.37M +$1.37M +57,927 New
HSG
108
Helen Stephens Group
Texas
$1.23M +$32.5K +1,379 +3%
AWM
109
Avior Wealth Management
Nebraska
$1.21M +$933K +39,558 +334%
WP
110
WealthSource Partners
California
$1.2M +$243K +10,306 +25%
WSTAM
111
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M +$884K +37,488 +369%
SIC
112
SJS Investment Consulting
Ohio
$1.11M +$392K +16,598 +55%
Bank of America
113
Bank of America
North Carolina
$1.08M +$1.08M +45,965 New
LFGO
114
Legacy Financial Group (Oklahoma)
Oklahoma
$1.06M -$42.9K -1,817 -4%
CCA
115
Column Capital Advisors
Indiana
$1.06M +$151K +6,398 +17%
JC
116
Jentner Corp
Ohio
$1.02M +$691K +29,296 +213%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$955K +$52.5K +2,225 +6%
LOPW
118
Live Oak Private Wealth
North Carolina
$952K
CWM
119
Cahill Wealth Management
Michigan
$939K +$85.2K +3,610 +10%
Betterment LLC
120
Betterment LLC
New York
$917K +$532K +22,556 +138%
SAG
121
SageView Advisory Group
California
$917K +$19.2K +815 +2%
CWM
122
Core Wealth Management
Florida
$902K -$354 -15 -0%
JWA
123
JFS Wealth Advisors
Pennsylvania
$867K -$142K -6,010 -14%
OPS
124
Orion Portfolio Solutions
Nebraska
$862K +$862K +36,557 New
BCI
125
Brinker Capital Investments
Pennsylvania
$862K +$862K +36,557 New