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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
KAS
126
Kestra Advisory Services
Texas
$3.47M -$235K -9,942 -7%
SHFA
127
SC&H Financial Advisors
Maryland
$3.46M +$604K +25,532 +23%
LFS
128
Lutz Financial Services
Nebraska
$3.42M +$584K +24,711 +22%
ODA
129
One Degree Advisors
California
$3.36M +$3.28M +138,877 New
LRIA
130
Leonard Rickey Investment Advisors
Washington
$3.28M +$99.1K +4,191 +3%
Creative Planning
131
Creative Planning
Kansas
$3.23M +$3.06M +129,555 New
PCM
132
Passive Capital Management
Maryland
$3.1M +$91.7K +3,876 +3%
BPA
133
Beacon Pointe Advisors
California
$3.07M +$2.36M +99,725 +429%
BWA
134
BCU Wealth Advisors
Illinois
$3.06M +$2.9M +122,706 New
WCA
135
Waypoint Capital Advisors
Minnesota
$3.04M +$2.2M +92,966 +321%
AWM
136
Apollon Wealth Management
South Carolina
$2.97M -$52K -2,200 -2%
BA
137
Bridgewater Advisors
New York
$2.96M -$143K -6,062 -5%
FWP
138
Family Wealth Partners
North Carolina
$2.9M +$2.75M +116,370 New
CPIG
139
Chicago Partners Investment Group
Illinois
$2.87M +$510K +21,551 +22%
TFG
140
Tilson Financial Group
New Jersey
$2.63M +$595K +25,136 +31%
LFA
141
LifeGuide Financial Advisors
Pennsylvania
$2.55M +$127K +5,354 +6%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$708K +29,948 +43%
SIC
143
SJS Investment Consulting
Ohio
$2.47M +$350K +14,781 +18%
CIAS
144
CFS Investment Advisory Services
New Jersey
$2.41M +$725K +30,669 +47%
MWM
145
Modera Wealth Management
New Jersey
$2.33M -$2.93K -124 -0.1%
SFS
146
Sowell Financial Services
Arkansas
$2.18M +$55.9K +2,364 +3%
PWM
147
PBMares Wealth Management
Virginia
$2.15M +$400K +16,908 +24%
FOA
148
Five Oceans Advisors
California
$2.08M +$108K +4,570 +6%
CA
149
Claris Advisors
Missouri
$2.08M +$468K +19,769 +31%
DF
150
DecisionPoint Financial
Arizona
$2.06M +$1.16M +48,930 +145%

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.