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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
HNWA
101
Henrickson Nauta Wealth Advisors
Michigan
$5.13M +$866K +36,606 +22%
WW
102
Waterfront Wealth
Kansas
$4.97M -$53.4K -2,259 -1%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$4.96M +$1.4M +59,310 +43%
RIM
104
Rockbridge Investment Management
New York
$4.84M +$592K +25,032 +15%
QHA
105
Quarry Hill Advisors
Minnesota
$4.68M +$400K +16,899 +10%
TWD
106
True Wealth Design
Ohio
$4.67M +$13.3K +562 +0.3%
C1AG
107
Client 1st Advisory Group
Florida
$4.58M +$1.42M +60,210 +49%
RWM
108
Ruedi Wealth Management
Illinois
$4.51M +$973K +41,121 +29%
WWP
109
Waypoint Wealth Partners
California
$4.38M -$125K -5,273 -3%
GCA
110
Gradient Capital Advisors
California
$4.26M +$330K +13,959 +9%
Betterment LLC
111
Betterment LLC
New York
$4.25M +$1.39M +58,842 +53%
V
112
VeraBank
Texas
$4.25M +$940K +39,733 +30%
MWA
113
Mills Wealth Advisors
Texas
$4.2M +$100K +4,234 +3%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$4.17M +$2.7M +114,042 +215%
DWS
115
Discipline Wealth Solutions
South Carolina
$4.17M +$4.08M +172,362 New
GWM
116
Grand Wealth Management
Michigan
$4.05M -$56.4K -2,386 -1%
EW
117
Enzi Wealth
Texas
$3.93M +$942K +39,843 +33%
EFN
118
Equita Financial Network
Pennsylvania
$3.85M +$233K +9,864 +7%
SIM
119
Studio Investment Management
Illinois
$3.8M -$388K -16,399 -10%
HHWM
120
Hiley Hunt Wealth Management
Nebraska
$3.77M +$3.57M +151,080 New
RCAG
121
Rehmann Capital Advisory Group
Michigan
$3.66M +$2.85M +120,440 +459%
Truist Financial
122
Truist Financial
North Carolina
$3.62M +$227K +9,615 +7%
NRWA
123
North Ridge Wealth Advisors
Oregon
$3.62M +$562K +23,765 +20%
AIS
124
American Investment Services
Massachusetts
$3.57M +$763K +32,266 +29%
SRCM
125
Signature Resources Capital Management
California
$3.49M +$3.31M +139,818 New

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.