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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
GAM
176
GEM Asset Management
Michigan
$351K +$3.3K +139 +1%
SMA
177
Seven Mile Advisory
New Jersey
$330K +$326K +13,742 New
FM
178
Foster & Motley
Ohio
$318K
KSWA
179
Kathleen S. Wright Associates
Pennsylvania
$304K +$300K +12,654 New
TIM
180
Tortoise Investment Management
New York
$289K
OIA
181
OneDigital Investment Advisors
Kansas
$286K +$282K +11,903 New
SDWIA
182
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$284K +$1.42K +60 +0.5%
OMC
183
Old Mission Capital
Illinois
$275K -$11.6M -487,425 -98%
FWM
184
FMB Wealth Management
California
$274K +$3.44K +145 +1%
ALWM
185
Andrews Lucia Wealth Management
California
$265K -$8.59K -362 -3%
KCM
186
Kaye Capital Management
California
$246K +$242K +10,216 New
APC
187
Asset Planning Corporation
Tennessee
$245K +$241K +10,173 New
CMBA
188
C.M. Bidwell & Associates
Hawaii
$242K
NGA
189
Naples Global Advisors
Florida
$238K
Citadel Advisors
190
Citadel Advisors
Florida
$225K +$222K +9,361 New
VFA
191
Valeo Financial Advisors
Indiana
$212K
RLWM
192
RF&L Wealth Management
Massachusetts
$210K +$207K +8,725 New
SWM
193
Soundmark Wealth Management
Washington
$206K
DF
194
DecisionPoint Financial
Arizona
$175K +$172K +7,256 New
DEM
195
Disciplined Equity Management
Florida
$159K +$949 +40 +0.6%
Osaic Holdings
196
Osaic Holdings
Arizona
$157K -$2.2M -92,692 -93%
CT
197
Colonial Trust
South Carolina
$151K
EWP
198
Elevation Wealth Partners
California
$136K
MCA
199
Maryland Capital Advisors
Maryland
$130K
Royal Bank of Canada
200
Royal Bank of Canada
Ontario, Canada
$124K +$122K +5,141 New

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.