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Dimensional Emerging Markets Core Equity 2 ETF

315 hedge funds and large institutions have $3.24B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 203 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 55

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $2.88B → $3.24B (+$365M)

6% more funds holding in top 10

Funds holding in top 10: 7175 (+4)

5% more funds holding

Funds holding: 300315 (+15)

0.24% less ownership

Funds ownership: 82.84%82.6% (-0.24%)

Holders
315
Holders Change
+15
Holders Change %
+5%
% of All Funds
4.55%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.08%
New
30
Increased
203
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
151
Porter White Investment Advisors
Alabama
$3.1M +$51.5K +1,965 +2%
HWM
152
Hemington Wealth Management
Virginia
$3.08M +$1.94M +73,982 +179%
AWM
153
Apollon Wealth Management
South Carolina
$3.06M -$157K -5,999 -5%
MWM
154
Mattern Wealth Management
Kansas
$2.95M +$479K +18,265 +20%
WW
155
Waterfront Wealth
Kansas
$2.94M -$86.7K -3,307 -3%
LFA
156
LifeGuide Financial Advisors
Pennsylvania
$2.88M +$45.4K +1,732 +2%
BA
157
Bridgewater Advisors
New York
$2.86M -$77.3K -2,950 -3%
RFP
158
RCS Financial Planning
Maryland
$2.68M +$1.36M +51,884 +107%
VPWA
159
Vestia Personal Wealth Advisors
Indiana
$2.63M +$2.58M +98,411 New
CA
160
Claris Advisors
Missouri
$2.61M +$93.6K +3,571 +4%
CIAS
161
CFS Investment Advisory Services
New Jersey
$2.56M -$1.28K -49 -0.1%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$2.54M -$92.9K -3,545 -4%
OMC
163
Old Mission Capital
Illinois
$2.5M +$1.42M +54,203 +138%
BCI
164
Brinker Capital Investments
Pennsylvania
$2.45M +$232K +8,861 +11%
OPS
165
Orion Portfolio Solutions
Nebraska
$2.45M +$232K +8,861 +11%
SFS
166
Sowell Financial Services
Arkansas
$2.43M +$7.87K +300 +0.3%
MWM
167
Modera Wealth Management
New Jersey
$2.42M -$44.2K -1,686 -2%
Osaic Holdings
168
Osaic Holdings
Arizona
$2.35M +$1.85M +70,679 +408%
TCOTS
169
Trust Company of the South
North Carolina
$2.35M +$131K +4,986 +6%
FOA
170
Five Oceans Advisors
California
$2.32M -$87.5K -3,336 -4%
SC
171
Shearwater Capital
Colorado
$2.18M +$7.37K +281 +0.3%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$2.18M +$146K +5,563 +7%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$2.15M +$2.1M +80,259 New
AHL
174
Abel Hall LLC
Louisiana
$2.12M +$73.3K +2,797 +4%
KSWWM
175
Keyes Stange & Wooten Wealth Management
Florida
$2.02M -$56.6K -2,159 -3%

DFEM Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2024, worth a combined $3.24B — up 13% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 14 closed out — a net gain of 16 holders — while 203 added to existing stakes and 55 trimmed.

The largest buyer was Klaas Financial Asset Advisors, opening a new position worth an estimated $24.6M. The largest seller was Parcion Private Wealth, cutting an estimated $26.9M.

  • 315 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2024, up from 300 in Q1 2024.
  • Funds reported $3.24B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2024 and 14 closed out, a net change of +16 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2024 was Klaas Financial Asset Advisors, an estimated $24.6M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2024 was Parcion Private Wealth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.