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Dimensional Emerging Markets Core Equity 2 ETF

236 hedge funds and large institutions have $1.73B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 154 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+24
Holders Change %
+11.32%
% of All Funds
3.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.69%
New
32
Increased
154
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NRWA
101
North Ridge Wealth Advisors
Oregon
$2.83M +$91.9K +3,941 +3%
EW
102
Enzi Wealth
Texas
$2.83M +$1.54M +66,314 +119%
AWM
103
Apollon Wealth Management
South Carolina
$2.82M +$86.2K +3,700 +3%
PCM
104
Passive Capital Management
Maryland
$2.81M +$78.4K +3,364 +3%
SHFA
105
SC&H Financial Advisors
Maryland
$2.63M +$91.1K +3,908 +4%
LFS
106
Lutz Financial Services
Nebraska
$2.62M +$417K +17,874 +19%
Betterment LLC
107
Betterment LLC
New York
$2.6M +$984K +42,212 +61%
AIS
108
American Investment Services
Massachusetts
$2.58M +$300K +12,856 +13%
JC
109
Jentner Corp
Ohio
$2.33M +$559K +23,999 +32%
LFA
110
LifeGuide Financial Advisors
Pennsylvania
$2.26M +$2.26M +96,796 New
CPIG
111
Chicago Partners Investment Group
Illinois
$2.18M -$3.58M -158,967 -62%
MWM
112
Modera Wealth Management
New Jersey
$2.18M -$3.33K -143 -0.2%
SFS
113
Sowell Financial Services
Arkansas
$1.98M +$52.4K +2,248 +3%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$1.97M +$118K +5,046 +6%
SIC
115
SJS Investment Consulting
Ohio
$1.96M +$685K +29,405 +54%
FCI
116
Financial Counselors Inc
Kansas
$1.92M +$1.92M +82,505 New
TFG
117
Tilson Financial Group
New Jersey
$1.87M +$256K +10,984 +16%
WP
118
WMS Partners
Maryland
$1.87M -$3.64K -156 -0.2%
FOA
119
Five Oceans Advisors
California
$1.83M +$462K +19,808 +34%
AC
120
Applied Capital
Arkansas
$1.82M +$136K +5,842 +8%
OPS
121
Orion Portfolio Solutions
Nebraska
$1.78M +$329K +14,118 +23%
BCI
122
Brinker Capital Investments
Pennsylvania
$1.78M +$329K +14,118 +23%
SC
123
Shearwater Capital
Colorado
$1.77M +$40.9K +1,755 +2%
MWM
124
Mattern Wealth Management
Kansas
$1.73M +$1.73M +74,412 New
NSG
125
Nalls Sherbakoff Group
Tennessee
$1.67M +$126K +5,384 +8%