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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
AWM
176
Avior Wealth Management
Nebraska
$1.32M -$94.8K -4,008 -7%
CWM
177
Cahill Wealth Management
Michigan
$1.25M +$78.6K +3,324 +7%
Osaic Holdings
178
Osaic Holdings
Arizona
$1.17M +$566K +23,926 +103%
WP
179
WealthSource Partners
California
$1.14M -$3.43K -145 -0.3%
CWM
180
Core Wealth Management
Florida
$1.13M +$32K +1,351 +3%
SAM
181
Smartleaf Asset Management
Massachusetts
$1.12M +$1.06M +45,010 New
LOPW
182
Live Oak Private Wealth
North Carolina
$1.09M
SPA
183
Shore Point Advisors
New Jersey
$1.03M +$208K +8,797 +27%
SFM
184
Signet Financial Management
New Jersey
$1.03M +$176K +7,438 +22%
KSWA
185
Kathleen S. Wright Associates
Pennsylvania
$1M +$98.9K +4,180 +12%
EWA
186
EverSource Wealth Advisors
Alabama
$995K +$169K +7,131 +22%
HF
187
HRT Financial
New York
$968K +$918K +38,813 New
DC
188
Davenport & Co
Virginia
$963K +$652K +27,572 +251%
LFA
189
Level Financial Advisors
New York
$960K +$439K +18,565 +93%
SAG
190
SageView Advisory Group
California
$949K -$7.43K -314 -0.8%
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$926K +$319K +13,473 +57%
NWM
192
Northwest Wealth Management
Iowa
$911K +$198K +8,355 +30%
ASN
193
Advisory Services Network
Georgia
$861K +$51.2K +2,165 +7%
LCM
194
Liberty Capital Management
Michigan
$857K +$460K +19,465 +131%
MWM
195
Meritas Wealth Management
California
$856K +$77.9K +3,294 +11%
KWM
196
Keebeck Wealth Management
Illinois
$835K +$791K +33,434 New
JWA
197
JFS Wealth Advisors
Pennsylvania
$828K -$84.9K -3,591 -10%
APC
198
Asset Planning Corporation
Tennessee
$825K +$268K +11,348 +52%
PWM
199
Perigon Wealth Management
California
$825K +$116K +4,892 +17%
2L
200
25 LLC
Missouri
$773K +$42.1K +1,779 +6%

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.