DFEM icon

Dimensional Emerging Markets Core Equity 2 ETF

283 hedge funds and large institutions have $2.45B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 168 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+47
Holders Change %
+19.92%
% of All Funds
4.15%
Holding in Top 10
59
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+37.21%
% of All Funds
0.87%
New
61
Increased
168
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
126
Lutz Financial Services
Nebraska
$3.42M +$617K +24,711 +22%
ODA
127
One Degree Advisors
California
$3.36M +$3.36M +138,877 New
LRIA
128
Leonard Rickey Investment Advisors
Washington
$3.28M +$105K +4,191 +3%
Creative Planning
129
Creative Planning
Kansas
$3.23M +$3.23M +129,555 New
PCM
130
Passive Capital Management
Maryland
$3.1M +$96.7K +3,876 +3%
BPA
131
Beacon Pointe Advisors
California
$3.07M +$2.49M +99,725 +429%
BWA
132
BCU Wealth Advisors
Illinois
$3.06M +$3.06M +122,706 New
WCA
133
Waypoint Capital Advisors
Minnesota
$3.04M +$2.32M +92,966 +321%
AWM
134
Apollon Wealth Management
South Carolina
$2.97M -$54.9K -2,200 -2%
BA
135
Bridgewater Advisors
New York
$2.96M -$151K -6,062 -5%
FWP
136
Family Wealth Partners
North Carolina
$2.9M +$2.9M +116,370 New
CPIG
137
Chicago Partners Investment Group
Illinois
$2.87M +$522K +21,551 +22%
TFG
138
Tilson Financial Group
New Jersey
$2.63M +$627K +25,136 +31%
LFA
139
LifeGuide Financial Advisors
Pennsylvania
$2.55M +$134K +5,354 +6%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$748K +29,948 +43%
SIC
141
SJS Investment Consulting
Ohio
$2.47M +$369K +14,781 +18%
CIAS
142
CFS Investment Advisory Services
New Jersey
$2.41M +$765K +30,669 +47%
MWM
143
Modera Wealth Management
New Jersey
$2.33M -$3.1K -124 -0.1%
SFS
144
Sowell Financial Services
Arkansas
$2.18M +$59K +2,364 +3%
PWM
145
PBMares Wealth Management
Virginia
$2.15M +$422K +16,908 +24%
FOA
146
Five Oceans Advisors
California
$2.08M +$114K +4,570 +6%
CA
147
Claris Advisors
Missouri
$2.08M +$493K +19,769 +31%
DF
148
DecisionPoint Financial
Arizona
$2.06M +$1.22M +48,930 +145%
SC
149
Shearwater Capital
Colorado
$2M +$102K +4,097 +5%
AC
150
Applied Capital
Arkansas
$1.98M +$39.8K +1,594 +2%