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Dimensional Emerging Markets Core Equity 2 ETF

163 hedge funds and large institutions have $879M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 68 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,875% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 4

518% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 11

218% more funds holding in top 10

Funds holding in top 10: 1135 (+24)

106% more capital invested

Capital invested by funds: $426M → $879M (+$453M)

79% more funds holding

Funds holding: 91163 (+72)

0.51% more ownership

Funds ownership: 76.35%76.86% (+0.51%)

Holders
163
Holders Change
+72
Holders Change %
+79.12%
% of All Funds
2.62%
Holding in Top 10
35
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+218.18%
% of All Funds
0.56%
New
79
Increased
68
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWR
126
Chico Wealth RIA
California
$387K
GWA
127
Geometric Wealth Advisors
District of Columbia
$372K +$361K +16,554 New
Betterment LLC
128
Betterment LLC
New York
$366K +$355K +16,303 New
GAM
129
Gemmer Asset Management
California
$323K +$314K +14,401 New
RCAG
130
Rehmann Capital Advisory Group
Michigan
$320K +$311K +14,268 New
GAM
131
GEM Asset Management
Michigan
$311K +$302K +13,861 New
JC
132
Jentner Corp
Ohio
$308K +$299K +13,732 New
PAG
133
Private Advisor Group
New Jersey
$292K -$22.4K -1,026 -7%
FM
134
Foster & Motley
Ohio
$288K +$280K +12,845 New
QCIG
135
Quad-Cities Investment Group
Iowa
$275K +$267K +12,225 New
TIM
136
Tortoise Investment Management
New York
$270K +$262K +12,000 New
SDWIA
137
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$268K +$260K +11,933 New
AWM
138
Avior Wealth Management
Nebraska
$266K +$258K +11,834 New
ALWM
139
Andrews Lucia Wealth Management
California
$255K +$248K +11,364 New
AFG
140
Altiora Financial Group
Ohio
$248K +$241K +11,053 New
WCA
141
Waypoint Capital Advisors
Minnesota
$247K
FWM
142
FMB Wealth Management
California
$243K +$236K +10,814 New
DI
143
Disciplined Investments
Oklahoma
$229K +$223K +10,214 New
WSTAM
144
Wilbanks Smith & Thomas Asset Management
Virginia
$228K +$221K +10,147 New
NGA
145
Naples Global Advisors
Florida
$222K +$216K +9,900 New
LEFP
146
Leading Edge Financial Planning
Tennessee
$220K +$213K +9,787 New
CMBA
147
C.M. Bidwell & Associates
Hawaii
$206K +$165K +7,579 +475%
SFA
148
Sequoia Financial Advisors
Ohio
$203K +$197K +9,025 New
ST
149
Sageworth Trust
Pennsylvania
$185K +$179K +8,211 New
UBS Group
150
UBS Group
Switzerland
$179K +$173K +7,952 New

DFEM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2022, worth a combined $879M — up 106% from $426M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DFEM positions and 4 closed out — a net gain of 75 holders — while 68 added to existing stakes and 11 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $63M. The largest seller was HighTower Advisors, cutting an estimated $23.3M.

  • 163 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $879M of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2022, up 106% quarter-over-quarter.
  • 79 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2022 and 4 closed out, a net change of +75 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2022 was Forum Financial Management, an estimated $63M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2022 was HighTower Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2022.