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Dimensional Emerging Markets Core Equity 2 ETF
DFEM

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: 71 → 75 (+4)

5% more funds holding

Funds holding: 300 → 315 (+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
–

Top Buyers

Rank Fund Capital Flow
1
KFAA
Klaas Financial Asset Advisors
Illinois
+$24.6M
2
BSW
Buckingham Strategic Wealth
Missouri
+$20.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$19.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18.8M
5
SC
Savant Capital
Illinois
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
PPW
Parcion Private Wealth
Washington
-$26.9M
2
EF
Empowered Funds
Pennsylvania
-$22.6M
3
FFM
Forum Financial Management
Illinois
-$19.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.36M
5
YAL
Your Advocates Ltd
Texas
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Avior Wealth Management
Nebraska
$1.98M +$119K +4,550 +7%
HKIMG
177
Hutchens & Kramer Investment Management Group
Indiana
$1.97M +$93.7K +3,573 +5%
SWA
178
ShankerValleau Wealth Advisors
Illinois
$1.95M -$12.3K -470 -0.6%
LFGO
179
Legacy Financial Group (Oklahoma)
Oklahoma
$1.93M +$95.2K +3,630 +5%
AC
180
Applied Capital
Arkansas
$1.92M -$281K -10,726 -13%
ACP
181
Aveo Capital Partners
Colorado
$1.87M – – –
BPA
182
Beacon Pointe Advisors
California
$1.83M -$1.24M -47,182 -41%
SPA
183
Shore Point Advisors
New Jersey
$1.76M +$276K +10,536 +19%
SFCL
184
Strengthening Families & Communities LLC
Massachusetts
$1.76M +$65.9K +2,512 +4%
WP
185
WMS Partners
Maryland
$1.73M -$367K -13,984 -18%
PCA
186
Prosperity Capital Advisors
Ohio
$1.71M +$1.68M +64,152 New
STCOSD
187
Sageworth Trust Company of South Dakota
South Dakota
$1.71M +$618K +23,574 +59%
NWM
188
Northwest Wealth Management
Iowa
$1.67M +$594K +22,644 +57%
EWA
189
EverSource Wealth Advisors
Alabama
$1.61M +$85.4K +3,259 +6%
FA
190
Financial Alternatives
California
$1.6M -$19.5K -744 -1%
AAM
191
Austin Asset Management
Texas
$1.55M +$1.52M +57,990 New
EFA
192
Edge Financial Advisors
Illinois
$1.53M +$632K +24,098 +72%
ACA
193
American Capital Advisory
Idaho
$1.52M +$627K +23,901 +65%
CWM
194
Cahill Wealth Management
Michigan
$1.47M +$78.2K +2,984 +6%
HSG
195
Helen Stephens Group
Texas
$1.46M -$1.47K -56 -0.1%
KSWA
196
Kathleen S. Wright Associates
Pennsylvania
$1.45M +$158K +6,023 +12%
CCA
197
Criterion Capital Advisors
Tennessee
$1.41M +$656K +25,007 +90%
FCI
198
Financial Counselors Inc
Kansas
$1.36M +$270K +10,302 +25%
SAM
199
Smartleaf Asset Management
Massachusetts
$1.35M -$34.1K -1,299 -3%
PA
200
Parallel Advisors
California
$1.31M +$205K +7,828 +19%
6 7
8
9 10

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.