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Dimensional Emerging Markets Core Equity 2 ETF

315 hedge funds and large institutions have $3.24B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 203 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 55

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $2.88B → $3.24B (+$365M)

6% more funds holding in top 10

Funds holding in top 10: 7175 (+4)

5% more funds holding

Funds holding: 300315 (+15)

0.24% less ownership

Funds ownership: 82.84%82.6% (-0.24%)

Holders
315
Holders Change
+15
Holders Change %
+5%
% of All Funds
4.55%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.08%
New
30
Increased
203
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$5.04M -$647K -24,678 -12%
FFO
127
Fortitude Family Office
Arizona
$5.03M +$1.96M +74,642 +66%
GCA
128
Gradient Capital Advisors
California
$4.99M +$184K +7,008 +4%
TWD
129
True Wealth Design
Ohio
$4.98M -$38.1K -1,454 -0.8%
EW
130
Enzi Wealth
Texas
$4.72M +$159K +6,063 +4%
LFS
131
Lutz Financial Services
Nebraska
$4.6M +$212K +8,090 +5%
BWA
132
BCU Wealth Advisors
Illinois
$4.58M +$579K +22,088 +15%
TFG
133
Tilson Financial Group
New Jersey
$4.46M +$779K +29,727 +22%
Morgan Stanley
134
Morgan Stanley
New York
$4.42M +$530K +20,209 +14%
NRWA
135
North Ridge Wealth Advisors
Oregon
$4.27M +$94.3K +3,599 +2%
Truist Financial
136
Truist Financial
North Carolina
$4.22M +$209K +7,972 +5%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$4.13M +$63.9K +2,438 +2%
SHFA
138
SC&H Financial Advisors
Maryland
$4.12M +$208K +7,948 +5%
ODA
139
One Degree Advisors
California
$4.04M +$272K +10,391 +7%
LFA
140
Level Financial Advisors
New York
$3.96M +$930K +35,468 +31%
PWM
141
PBMares Wealth Management
Virginia
$3.88M +$559K +21,322 +17%
SRCM
142
Signature Resources Capital Management
California
$3.78M +$119K +4,541 +3%
Creative Planning
143
Creative Planning
Kansas
$3.76M +$173K +6,582 +5%
PCM
144
Passive Capital Management
Maryland
$3.73M +$654K +24,935 +22%
LRIA
145
Leonard Rickey Investment Advisors
Washington
$3.58M +$40.4K +1,542 +1%
WWP
146
Waypoint Wealth Partners
California
$3.51M -$1.07M -40,993 -24%
SIC
147
SJS Investment Consulting
Ohio
$3.3M +$69.7K +2,660 +2%
DC
148
Davenport & Co
Virginia
$3.29M +$1.41M +53,855 +78%
GWM
149
Grand Wealth Management
Michigan
$3.26M -$1.12M -42,723 -26%
KAS
150
Kestra Advisory Services
Texas
$3.13M +$45.9K +1,749 +2%

DFEM Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2024, worth a combined $3.24B — up 13% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 14 closed out — a net gain of 16 holders — while 203 added to existing stakes and 55 trimmed.

The largest buyer was Klaas Financial Asset Advisors, opening a new position worth an estimated $24.6M. The largest seller was Parcion Private Wealth, cutting an estimated $26.9M.

  • 315 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2024, up from 300 in Q1 2024.
  • Funds reported $3.24B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2024 and 14 closed out, a net change of +16 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2024 was Klaas Financial Asset Advisors, an estimated $24.6M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2024 was Parcion Private Wealth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.