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Dimensional Emerging Markets Core Equity 2 ETF

285 hedge funds and large institutions have $2.48B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 169 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

589% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 9

369% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 36

42% more capital invested

Capital invested by funds: $1.75B → $2.48B (+$729M)

39% more funds holding in top 10

Funds holding in top 10: 4461 (+17)

20% more funds holding

Funds holding: 237285 (+48)

7.74% more ownership

Funds ownership: 76.4%84.14% (+7.7%)

Holders
285
Holders Change
+48
Holders Change %
+20.25%
% of All Funds
4.16%
Holding in Top 10
61
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+38.64%
% of All Funds
0.89%
New
62
Increased
169
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Shearwater Capital
Colorado
$2M +$96.9K +4,097 +5%
AC
152
Applied Capital
Arkansas
$1.98M +$37.7K +1,594 +2%
WP
153
WMS Partners
Maryland
$1.98M -$19.9K -842 -1%
MWM
154
Mattern Wealth Management
Kansas
$1.98M +$116K +4,922 +7%
JTWM
155
Jackson Thornton Wealth Management
Alabama
$1.97M +$1.87M +79,053 New
KSWWM
156
Keyes Stange & Wooten Wealth Management
Florida
$1.96M +$1.86M +78,586 New
NSG
157
Nalls Sherbakoff Group
Tennessee
$1.96M +$167K +7,051 +10%
PWIA
158
Porter White Investment Advisors
Alabama
$1.93M +$1.56M +65,850 +572%
AHL
159
Abel Hall LLC
Louisiana
$1.87M +$1.77M +74,754 New
JP Morgan Chase
160
JP Morgan Chase
New York
$1.86M -$234K -9,885 -12%
BCI
161
Brinker Capital Investments
Pennsylvania
$1.84M -$39.8K -1,681 -2%
OPS
162
Orion Portfolio Solutions
Nebraska
$1.84M -$39.8K -1,681 -2%
FFO
163
Fortitude Family Office
Arizona
$1.82M +$1.72M +72,929 New
SWA
164
ShankerValleau Wealth Advisors
Illinois
$1.79M +$155K +6,538 +10%
ACP
165
Aveo Capital Partners
Colorado
$1.77M +$1.73K +73 +0.1%
SIMC
166
Squire Investment Management Company
Utah
$1.69M +$1.6M +67,536 New
LFGO
167
Legacy Financial Group (Oklahoma)
Oklahoma
$1.67M +$501K +21,188 +46%
HKIMG
168
Hutchens & Kramer Investment Management Group
Indiana
$1.54M +$405K +17,103 +38%
FA
169
Financial Alternatives
California
$1.54M +$4.3K +182 +0.3%
ACA
170
American Capital Advisory
Idaho
$1.52M +$1.44M +60,947 New
PW
171
Peninsula Wealth
California
$1.51M -$51.4K -2,172 -3%
LNC
172
Lincoln National Corp
Pennsylvania
$1.5M +$88.7K +3,749 +7%
TCOTS
173
Trust Company of the South
North Carolina
$1.44M +$1.37M +57,778 New
HSG
174
Helen Stephens Group
Texas
$1.4M +$61.4K +2,596 +5%
SFCL
175
Strengthening Families & Communities LLC
Massachusetts
$1.39M +$1.31M +55,547 New

DFEM Hedge Fund Activity: Q4 2023 in Review

285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2023, worth a combined $2.48B — up 42% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFEM positions and 9 closed out — a net gain of 53 holders — while 169 added to existing stakes and 36 trimmed.

The largest buyer was Parcion Private Wealth, adding an estimated $57.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.95M sold.

  • 285 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2023, up from 237 in Q3 2023.
  • Funds reported $2.48B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 62 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2023 and 9 closed out, a net change of +53 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2023 was Parcion Private Wealth, an estimated $57.3M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2023 was Susquehanna International Group, an estimated $7.95M sold.

Based on aggregated 13F filings for Q4 2023.