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Dimensional Emerging Markets Core Equity 2 ETF

213 hedge funds and large institutions have $1.58B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 129 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 33

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

26% more capital invested

Capital invested by funds: $1.25B → $1.58B (+$329M)

11% more funds holding

Funds holding: 192213 (+21)

11% more funds holding in top 10

Funds holding in top 10: 3842 (+4)

1.09% more ownership

Funds ownership: 75.92%77% (+1.1%)

Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
3.34%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.66%
New
30
Increased
129
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
151
NorthCrest Asset Manangement
Minnesota
$610K +$602K +25,362 New
EWA
152
EP Wealth Advisors
California
$575K
BPA
153
Beacon Pointe Advisors
California
$545K -$37.5K -1,581 -7%
SCM
154
SOL Capital Management
Maryland
$536K
GAM
155
Gemmer Asset Management
California
$526K +$25K +1,054 +5%
PFO
156
Pathstone Family Office
New Jersey
$511K +$504K +21,248 New
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$501K +$49.6K +2,090 +11%
GWA
158
Geometric Wealth Advisors
District of Columbia
$494K
APG
159
Abacus Planning Group
South Carolina
$493K
QCIG
160
Quad-Cities Investment Group
Iowa
$487K +$14.9K +628 +3%
RLIM
161
Red Lighthouse Investment Management
New York
$484K
CAM
162
Cresset Asset Management
Illinois
$460K +$454K +19,145 New
MFA
163
Morling Financial Advisors
California
$442K -$9.28K -391 -2%
PAG
164
Private Advisor Group
New Jersey
$433K +$66.5K +2,804 +20%
SPA
165
Shore Point Advisors
New Jersey
$431K +$426K +17,941 New
DI
166
Disciplined Investments
Oklahoma
$425K +$34.9K +1,471 +9%
VWA
167
Visionary Wealth Advisors
Illinois
$422K +$16.4K +692 +4%
LEFP
168
Leading Edge Financial Planning
Tennessee
$422K +$9.96K +420 +2%
NL
169
NWAM LLC
Washington
$417K +$2.18K +92 +0.5%
LFA
170
Level Financial Advisors
New York
$417K +$335K +14,106 +438%
CWR
171
Chico Wealth RIA
California
$414K
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$400K -$735K -31,000 -65%
BTI
173
Blue Trust Inc
Georgia
$398K +$401K +16,892 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$387K +$382K +16,087 New
AFG
175
Altiora Financial Group
Ohio
$367K

DFEM Hedge Fund Activity: Q2 2023 in Review

213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2023, worth a combined $1.58B — up 26% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 8 closed out — a net gain of 22 holders — while 129 added to existing stakes and 33 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $141M. The largest seller was Old Mission Capital, cutting an estimated $11.6M.

  • 213 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $1.58B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2023, up 26% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2023 and 8 closed out, a net change of +22 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2023 was Forum Financial Management, an estimated $141M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2023 was Old Mission Capital, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2023.