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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
WP
101
WMS Partners
Maryland
$1.93M +$55.8K +2,350 +3%
JP Morgan Chase
102
JP Morgan Chase
New York
$1.91M +$78K +3,289 +4%
JC
103
Jentner Corp
Ohio
$1.82M +$779K +32,825 +76%
SC
104
Shearwater Capital
Colorado
$1.78M +$103K +4,352 +6%
AC
105
Applied Capital
Arkansas
$1.73M +$164K +6,898 +11%
Betterment LLC
106
Betterment LLC
New York
$1.67M +$723K +30,484 +78%
TFG
107
Tilson Financial Group
New Jersey
$1.67M +$206K +8,681 +14%
PWM
108
PBMares Wealth Management
Virginia
$1.64M -$34.4K -1,449 -2%
PW
109
Peninsula Wealth
California
$1.6M +$31.6K +1,334 +2%
CIAS
110
CFS Investment Advisory Services
New Jersey
$1.56M -$28.3K -1,194 -2%
NSG
111
Nalls Sherbakoff Group
Tennessee
$1.53M +$194K +8,161 +14%
FA
112
Financial Alternatives
California
$1.51M -$38.2K -1,610 -3%
BCI
113
Brinker Capital Investments
Pennsylvania
$1.5M +$614K +25,887 +71%
OPS
114
Orion Portfolio Solutions
Nebraska
$1.5M +$614K +25,887 +71%
SWA
115
ShankerValleau Wealth Advisors
Illinois
$1.47M -$11.5K -485 -0.8%
FOA
116
Five Oceans Advisors
California
$1.41M -$43.4K -1,829 -3%
EW
117
Enzi Wealth
Texas
$1.38M +$1.32M +55,613 New
SIC
118
SJS Investment Consulting
Ohio
$1.31M +$182K +7,690 +16%
HSG
119
Helen Stephens Group
Texas
$1.25M -$9.47K -399 -0.8%
SC
120
Savant Capital
Illinois
$1.22M +$516K +21,750 +75%
AWM
121
Avior Wealth Management
Nebraska
$1.16M -$79.4K -3,345 -7%
CCA
122
Column Capital Advisors
Indiana
$1.15M +$75.5K +3,184 +7%
RA
123
RFG Advisory
Alabama
$1.12M +$697K +29,378 +173%
WP
124
WealthSource Partners
California
$1.11M -$111K -4,677 -9%
LFGO
125
Legacy Financial Group (Oklahoma)
Oklahoma
$1.09M +$6.57K +277 +0.6%

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.