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Dimensional Emerging Markets Core Equity 2 ETF

335 hedge funds and large institutions have $3.63B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 222 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

270% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 60

12% more capital invested

Capital invested by funds: $3.24B → $3.63B (+$392M)

6% more funds holding

Funds holding: 315335 (+20)

1% more funds holding in top 10

Funds holding in top 10: 7576 (+1)

0.95% less ownership

Funds ownership: 82.6%81.65% (-0.95%)

Holders
335
Holders Change
+20
Holders Change %
+6.35%
% of All Funds
4.81%
Holding in Top 10
76
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.33%
% of All Funds
1.09%
New
28
Increased
222
Reduced
60
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
101
Delap Wealth Advisory
Oregon
$8.11M -$6.54M -243,508 -46%
SIMC
102
Squire Investment Management Company
Utah
$7.9M +$1.5M +55,927 +25%
CPA
103
Cardiff Park Advisors
California
$7.78M +$196K +7,318 +3%
HIA
104
HTG Investment Advisors
Connecticut
$7.77M +$336K +12,497 +5%
THL
105
Tillman Hartley LLC
Colorado
$7.67M +$1.16M +43,113 +19%
KF
106
Krilogy Financial
Missouri
$7.56M +$212K +7,893 +3%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$7.49M +$536K +19,970 +8%
HNWA
108
Henrickson Nauta Wealth Advisors
Michigan
$7.48M +$340K +12,669 +5%
RWM
109
Ruedi Wealth Management
Illinois
$7.13M +$641K +23,885 +10%
ATI
110
ARK & TLK Investments
Oklahoma
$7.11M +$3.11K +116 +0%
DWS
111
Discipline Wealth Solutions
South Carolina
$7M +$975K +36,329 +17%
VBA
112
von Borstel & Associates
Oregon
$6.91M +$6.59M +245,328 New
LWM
113
Liberty Wealth Management
California
$6.83M -$5.01M -186,701 -44%
DF
114
DecisionPoint Financial
Arizona
$6.65M +$809K +30,138 +15%
PCA
115
Prosperity Capital Advisors
Ohio
$6.56M +$4.54M +168,919 +263%
C1AG
116
Client 1st Advisory Group
Florida
$6.44M +$213K +7,931 +4%
FWP
117
Family Wealth Partners
North Carolina
$6.44M +$196K +7,314 +3%
AIS
118
American Investment Services
Massachusetts
$6.38M -$60.5K -2,254 -1%
MWA
119
Mills Wealth Advisors
Texas
$6.02M +$646K +24,045 +13%
SIM
120
Studio Investment Management
Illinois
$5.99M +$517K +19,255 +10%
FFO
121
Fortitude Family Office
Arizona
$5.88M +$555K +20,661 +11%
OCFG
122
O'Connor Financial Group
Illinois
$5.74M +$340K +12,676 +7%
BWA
123
BCU Wealth Advisors
Illinois
$5.71M +$851K +31,695 +19%
GCA
124
Gradient Capital Advisors
California
$5.66M +$389K +14,475 +8%
HHWM
125
Hiley Hunt Wealth Management
Nebraska
$5.55M +$185K +6,889 +4%

DFEM Hedge Fund Activity: Q3 2024 in Review

335 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q3 2024, worth a combined $3.63B — up 12% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFEM positions and 6 closed out — a net gain of 22 holders — while 222 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $126M. The largest seller was Jane Street, cutting an estimated $20.6M.

  • 335 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $3.63B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 28 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q3 2024 and 6 closed out, a net change of +22 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $126M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2024.