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Dimensional Emerging Markets Core Equity 2 ETF
DFEM

Overview Fund Activity

403 hedge funds and large institutions have $3.76B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 232 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+70
Holders Change %
+21.02%
% of All Funds
5.37%
Holding in Top 10
91
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+22.97%
% of All Funds
1.21%
New
92
Increased
232
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$135M
2
EFP
Elser Financial Planning
Indiana
$26.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$149M
4
FFM
Forum Financial Management
Illinois
$428M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$25.2M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
OMC
Old Mission Capital
Illinois
$0
3
B
BetterWealth
California
$3.87M
4
OPWM
Oakwell Private Wealth Management
Texas
$24.2M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
126
Hippocratic Financial Advisors
California
$6.12M +$6.12M +233,487 New
C1AG
127
Client 1st Advisory Group
Florida
$6.06M +$64.2K +2,452 +1%
AIS
128
American Investment Services
Massachusetts
$6.06M +$120K +4,564 +2%
LFA
129
Level Financial Advisors
New York
$5.95M +$1.2M +45,651 +25%
FWMP
130
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.91M +$5.91M +225,804 New
SIM
131
Studio Investment Management
Illinois
$5.74M +$166K +6,326 +3%
TFG
132
Tilson Financial Group
New Jersey
$5.63M +$908K +34,656 +19%
GCA
133
Gradient Capital Advisors
California
$5.62M +$350K +13,372 +7%
HHWM
134
Hiley Hunt Wealth Management
Nebraska
$5.57M +$403K +15,378 +8%
MWA
135
Mills Wealth Advisors
Texas
$5.53M -$72.5K -2,770 -1%
OCFG
136
O'Connor Financial Group
Illinois
$5.5M +$160K +6,120 +3%
QHA
137
Quarry Hill Advisors
Minnesota
$5.48M +$334K +12,736 +6%
NWM
138
Northwest Wealth Management
Iowa
$5.46M +$2.92M +111,529 +115%
Morgan Stanley
139
Morgan Stanley
New York
$5.45M +$1.08M +41,116 +25%
BWM
140
BCO Wealth Management
New Mexico
$5.2M +$5.2M +198,514 New
LRIA
141
Leonard Rickey Investment Advisors
Washington
$5.17M +$1.61M +61,329 +45%
LFS
142
Lutz Financial Services
Nebraska
$5.16M +$432K +16,502 +9%
CA
143
Claris Advisors
Missouri
$5.13M +$1.98M +75,561 +63%
EW
144
Enzi Wealth
Texas
$5.1M +$268K +10,217 +6%
EWA
145
EP Wealth Advisors
California
$4.96M +$4.29M +163,975 +644%
PAM
146
Pacific Asset Management
Washington
$4.79M +$4.79M +182,721 New
PFG
147
Prospect Financial Group
Virginia
$4.73M +$4.73M +180,522 New
FLPIM
148
F.L. Putnam Investment Management
Massachusetts
$4.66M -$412K -15,745 -8%
SF
149
SageOak Financial
Oklahoma
$4.64M +$4.64M +177,213 New
SHFA
150
SC&H Financial Advisors
Maryland
$4.62M +$315K +12,019 +7%
4 5
6
7 8