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Dimensional Emerging Markets Core Equity 2 ETF

191 hedge funds and large institutions have $1.23B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.06%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
36
Increased
124
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
151
EP Wealth Advisors
California
$414K +$414K +9,750 New
NL
152
NWAM LLC
Washington
$407K -$22.4K -951 -5%
CWR
153
Chico Wealth RIA
California
$406K
LEFP
154
Leading Edge Financial Planning
Tennessee
$404K +$173K +7,353 +75%
RA
155
RFG Advisory
Alabama
$401K +$401K +17,004 New
VWA
156
Visionary Wealth Advisors
Illinois
$398K +$398K +16,875 New
HKIMG
157
Hutchens & Kramer Investment Management Group
Indiana
$397K +$397K +16,808 New
CC
158
Copperleaf Capital
North Carolina
$391K +$391K +16,573 New
DI
159
Disciplined Investments
Oklahoma
$383K +$142K +6,006 +59%
AFG
160
Altiora Financial Group
Ohio
$360K +$99.1K +4,200 +38%
GAM
161
GEM Asset Management
Michigan
$341K +$13.9K +591 +4%
PAG
162
Private Advisor Group
New Jersey
$336K +$29.4K +1,248 +10%
FM
163
Foster & Motley
Ohio
$312K +$8.55K +362 +3%
TIM
164
Tortoise Investment Management
New York
$283K
SDWIA
165
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$277K -$4.25K -180 -2%
ALWM
166
Andrews Lucia Wealth Management
California
$268K
FWM
167
FMB Wealth Management
California
$265K +$9.79K +415 +4%
CMBA
168
C.M. Bidwell & Associates
Hawaii
$237K +$20.9K +884 +10%
NGA
169
Naples Global Advisors
Florida
$234K
VFA
170
Valeo Financial Advisors
Indiana
$208K +$208K +8,810 New
SWM
171
Soundmark Wealth Management
Washington
$202K +$202K +8,580 New
Morgan Stanley
172
Morgan Stanley
New York
$193K +$193K +8,191 New
DEM
173
Disciplined Equity Management
Florida
$155K
CT
174
Colonial Trust
South Carolina
$148K
EWP
175
Elevation Wealth Partners
California
$133K +$133K +5,656 New