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Dimensional Emerging Markets Core Equity 2 ETF

283 hedge funds and large institutions have $2.45B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 168 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+47
Holders Change %
+19.92%
% of All Funds
4.15%
Holding in Top 10
59
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+37.21%
% of All Funds
0.87%
New
61
Increased
168
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
151
WMS Partners
Maryland
$1.98M -$21K -842 -1%
MWM
152
Mattern Wealth Management
Kansas
$1.98M +$123K +4,922 +7%
JTWM
153
Jackson Thornton Wealth Management
Alabama
$1.97M +$1.97M +79,053 New
KSWWM
154
Keyes Stange & Wooten Wealth Management
Florida
$1.96M +$1.96M +78,586 New
NSG
155
Nalls Sherbakoff Group
Tennessee
$1.96M +$176K +7,051 +10%
PWIA
156
Porter White Investment Advisors
Alabama
$1.93M +$1.64M +65,850 +572%
AHL
157
Abel Hall LLC
Louisiana
$1.87M +$1.87M +74,754 New
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$1.86M -$247K -9,885 -12%
OPS
159
Orion Portfolio Solutions
Nebraska
$1.84M -$41.4K -1,681 -2%
BCI
160
Brinker Capital Investments
Pennsylvania
$1.84M -$41.4K -1,681 -2%
FFO
161
Fortitude Family Office
Arizona
$1.82M +$1.82M +72,929 New
SWA
162
ShankerValleau Wealth Advisors
Illinois
$1.79M +$163K +6,538 +10%
ACP
163
Aveo Capital Partners
Colorado
$1.77M +$1.82K +73 +0.1%
SIMC
164
Squire Investment Management Company
Utah
$1.69M +$1.69M +67,536 New
LFGO
165
Legacy Financial Group (Oklahoma)
Oklahoma
$1.67M +$529K +21,188 +46%
HKIMG
166
Hutchens & Kramer Investment Management Group
Indiana
$1.54M +$427K +17,103 +38%
FA
167
Financial Alternatives
California
$1.54M +$4.54K +182 +0.3%
ACA
168
American Capital Advisory
Idaho
$1.52M +$1.52M +60,947 New
PW
169
Peninsula Wealth
California
$1.51M -$54.2K -2,172 -3%
LNC
170
Lincoln National Corp
Pennsylvania
$1.5M +$93.6K +3,749 +7%
TCOTS
171
Trust Company of the South
North Carolina
$1.44M +$1.44M +57,778 New
HSG
172
Helen Stephens Group
Texas
$1.4M +$64.8K +2,596 +5%
SFCL
173
Strengthening Families & Communities LLC
Massachusetts
$1.39M +$1.39M +55,547 New
AWM
174
Avior Wealth Management
Nebraska
$1.32M -$100K -4,008 -7%
CWM
175
Cahill Wealth Management
Michigan
$1.25M +$83K +3,324 +7%