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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
LOPW
126
Live Oak Private Wealth
North Carolina
$1.05M +$75.3K +3,175 +8%
Morgan Stanley
127
Morgan Stanley
New York
$1.03M +$825K +34,788 +425%
C1AG
128
Client 1st Advisory Group
Florida
$1.03M +$1.02M +42,797 New
CWM
129
Cahill Wealth Management
Michigan
$1.01M +$54.8K +2,310 +6%
LNC
130
Lincoln National Corp
Pennsylvania
$949K +$346K +14,594 +59%
HKIMG
131
Hutchens & Kramer Investment Management Group
Indiana
$943K +$531K +22,382 +133%
CWM
132
Core Wealth Management
Florida
$939K +$19.4K +819 +2%
SAG
133
SageView Advisory Group
California
$936K +$1.78K +75 +0.2%
DWA
134
Delap Wealth Advisory
Oregon
$913K -$1.02M -42,784 -53%
JWA
135
JFS Wealth Advisors
Pennsylvania
$884K
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$860K -$9.01M -379,798 -91%
CA
137
Claris Advisors
Missouri
$822K +$28.3K +1,193 +4%
ASN
138
Advisory Services Network
Georgia
$815K +$14.5K +610 +2%
SFM
139
Signet Financial Management
New Jersey
$801K -$21.4K -904 -3%
MWM
140
Meritas Wealth Management
California
$719K +$19.3K +813 +3%
VCM
141
Versant Capital Management
Arizona
$713K +$703K +29,628 New
WCA
142
Waypoint Capital Advisors
Minnesota
$697K +$152K +6,392 +28%
RCAG
143
Rehmann Capital Advisory Group
Michigan
$656K +$177K +7,445 +38%
PGFC
144
Peapack-Gladstone Financial Corp
New Jersey
$653K +$644K +27,150 New
RFP
145
Root Financial Partners
California
$641K +$37.8K +1,592 +6%
NWM
146
Northwest Wealth Management
Iowa
$631K -$8.92K -376 -1%
EWA
147
EverSource Wealth Advisors
Alabama
$625K +$56.5K +2,381 +10%
2L
148
25 LLC
Missouri
$622K +$102K +4,309 +21%
PWM
149
Perigon Wealth Management
California
$622K +$614K +25,875 New
CC
150
Copperleaf Capital
North Carolina
$616K +$214K +9,020 +54%

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.