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Dimensional Emerging Markets Core Equity 2 ETF

192 hedge funds and large institutions have $1.25B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 4

681% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 16

42% more capital invested

Capital invested by funds: $879M → $1.25B (+$367M)

18% more funds holding

Funds holding: 163192 (+29)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

0.94% less ownership

Funds ownership: 76.86%75.92% (-0.94%)

Holders
192
Holders Change
+29
Holders Change %
+17.79%
% of All Funds
3.06%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.61%
New
36
Increased
125
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
176
Elevation Wealth Partners
California
$133K +$134K +5,656 New
MCA
177
Maryland Capital Advisors
Maryland
$127K -$2.36K -100 -2%
CFO
178
Colony Family Offices
North Carolina
$99K +$99K +4,195 New
IFS
179
Intelligent Financial Strategies
Minnesota
$88.2K -$54.7K -2,317 -38%
LFA
180
Level Financial Advisors
New York
$76K +$76K +3,221 New
AWM
181
Aspire Wealth Management
Massachusetts
$53.3K +$44.7K +1,894 +516%
LF
182
Lee Financial
Texas
$37.8K
WP
183
WealthShield Partners
North Carolina
$16.3K +$16.3K +689 New
FA
184
Fortis Advisors
Pennsylvania
$13.8K +$24 +1 +0.2%
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$7.76K +$2.32M +98,224 +43%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$7.69K +$7.7K +326 New
PA
187
Parallel Advisors
California
$6.37K +$6.37K +270 New
FFA
188
Farther Finance Advisors
California
$5.87K +$5.88K +249 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$5.85K +$5.85K +248 New
TWA
190
TCI Wealth Advisors
Arizona
$4.65K
GTAM
191
Global Trust Asset Management
Florida
$2.12K
SWG
192
Summit Wealth Group
Vermont
$2K +$1.19M +50,483 New
UBS Group
193
UBS Group
Switzerland
-$179K -7,952 Closed
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
-$34K -1,520 Closed
IA
195
IFP Advisors
Florida
-$2K -67 Closed
MFC
196
Morris Financial Concepts
South Carolina
-$1.15K -51 Closed

DFEM Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q1 2023, worth a combined $1.25B — up 42% from $879M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFEM positions and 4 closed out — a net gain of 32 holders — while 125 added to existing stakes and 16 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $45.1M. The largest seller was Jane Street, cutting an estimated $6.77M.

  • 192 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q1 2023, up from 163 in Q4 2022.
  • Funds reported $1.25B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q1 2023, up 42% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q1 2023 and 4 closed out, a net change of +32 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q1 2023 was Forum Financial Management, an estimated $45.1M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q1 2023 was Jane Street, an estimated $6.77M sold.

Based on aggregated 13F filings for Q1 2023.