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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
Wells Fargo
201
Wells Fargo
California
$103K +$102K +4,290 New
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$94K +$93.7K +3,950 New
AWM
203
Aspire Wealth Management
Massachusetts
$55.7K +$1.28K +54 +2%
MFC
204
Morris Financial Concepts
South Carolina
$49.3K +$48.6K +2,049 New
FFA
205
Farther Finance Advisors
California
$44K +$37.5K +1,579 +634%
LF
206
Lee Financial
Texas
$38.6K
APC
207
Aspire Private Capital
North Carolina
$21.8K +$21.5K +907 New
WP
208
WealthShield Partners
North Carolina
$16.6K
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$7.84K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$3.87K -$2.06K -87 -35%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$2.52K +$2.49K +105 New
GTAM
212
Global Trust Asset Management
Florida
$2.17K
IA
213
IFP Advisors
Florida
$1.83K +$1.8K +76 New
FTUS
214
Flow Traders U.S.
New York
-$2.37M -100,392 Closed
SWG
215
Summit Wealth Group
Vermont
-$2K -50,483 Closed
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
-$473K -20,050 Closed
CFO
217
Colony Family Offices
North Carolina
-$99K -4,195 Closed
IFS
218
Intelligent Financial Strategies
Minnesota
-$88.2K -3,739 Closed
FA
219
Fortis Advisors
Pennsylvania
-$13.8K -586 Closed
PA
220
Parallel Advisors
California
-$6.37K -270 Closed
TWA
221
TCI Wealth Advisors
Arizona
-$4.65K -197 Closed

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.