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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
HSA
201
HBK Sorce Advisory
Pennsylvania
$760K +$720K +30,445 New
EWA
202
EP Wealth Advisors
California
$737K +$284K +12,016 +69%
CC
203
Copperleaf Capital
North Carolina
$734K -$60.1K -2,539 -8%
PHWM
204
Pine Harbor Wealth Management
Maryland
$730K +$692K +29,257 New
RFP
205
Root Financial Partners
California
$725K +$80.1K +3,388 +13%
NL
206
NWAM LLC
Washington
$722K +$6.95K +294 +1%
VCM
207
Versant Capital Management
Arizona
$702K +$17K +717 +3%
RLIM
208
Red Lighthouse Investment Management
New York
$695K +$99.6K +4,212 +18%
Comerica Bank
209
Comerica Bank
Texas
$666K +$459K +19,412 +267%
SFC
210
Sprinkle Financial Consultants
Colorado
$633K +$600K +25,369 New
NAM
211
NorthCrest Asset Manangement
Minnesota
$627K -$2.96K -125 -0.5%
AFG
212
Altiora Financial Group
Ohio
$626K +$62K +2,620 +12%
TC
213
TownSquare Capital
Utah
$609K +$146K +6,184 +34%
SCM
214
SOL Capital Management
Maryland
$606K +$46.8K +1,980 +9%
AWM
215
Angeles Wealth Management
California
$587K +$556K +23,526 New
RJFSA
216
Raymond James Financial Services Advisors
Florida
$572K +$542K +22,916 New
WHCI
217
W.H. Cornerstone Investments
Massachusetts
$571K +$541K +22,882 New
CAM
218
Cresset Asset Management
Illinois
$570K +$82.7K +3,498 +18%
DI
219
Disciplined Investments
Oklahoma
$569K +$120K +5,092 +29%
CCA
220
Criterion Capital Advisors
Tennessee
$552K +$523K +22,128 New
STCOSD
221
Sageworth Trust Company of South Dakota
South Dakota
$537K +$105K +4,433 +26%
Pathstone Holdings
222
Pathstone Holdings
New Jersey
$536K +$508K +21,486 New
GCAC
223
Guardian Capital Advisors (Canada)
Ontario, Canada
$490K +$9.04K +382 +2%
SW
224
Schulz Wealth
Texas
$486K +$460K +19,456 New
VWA
225
Visionary Wealth Advisors
Illinois
$460K +$16.6K +700 +4%

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.