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Dimensional Emerging Markets Core Equity 2 ETF

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: 7175 (+4)

5% more funds holding

Funds holding: 300315 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Core Wealth Management
Florida
$1.23M +$5.37K +205 +0.4%
MWM
202
Meritas Wealth Management
California
$1.2M +$24.6K +939 +2%
LCM
203
Liberty Capital Management
Michigan
$1.12M +$24.3K +925 +2%
PWM
204
Perigon Wealth Management
California
$1.12M +$125K +4,787 +13%
LOPW
205
Live Oak Private Wealth
North Carolina
$1.1M -$62.4K -2,380 -5%
APC
206
Asset Planning Corporation
Tennessee
$1.08M +$66.9K +2,552 +7%
SFM
207
Signet Financial Management
New Jersey
$1.07M -$32.9K -1,256 -3%
SAG
208
SageView Advisory Group
California
$1.04M -$2.7K -103 -0.3%
WHCI
209
W.H. Cornerstone Investments
Massachusetts
$1.02M +$97.3K +3,710 +11%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$8.21K -313 -0.8%
HWMG
211
Hurlow Wealth Management Group
Indiana
$988K +$651K +24,819 +204%
MFC
212
Morris Financial Concepts
South Carolina
$950K +$411K +15,660 +79%
CC
213
Copperleaf Capital
North Carolina
$918K -$20.6K -784 -2%
AFG
214
Altiora Financial Group
Ohio
$874K
JWA
215
JFS Wealth Advisors
Pennsylvania
$868K
SFC
216
Sprinkle Financial Consultants
Colorado
$859K +$159K +6,064 +23%
RLIM
217
Red Lighthouse Investment Management
New York
$857K
HSA
218
HBK Sorce Advisory
Pennsylvania
$821K +$2.36K +90 +0.3%
RFP
219
Root Financial Partners
California
$817K +$21.8K +831 +3%
ASN
220
Advisory Services Network
Georgia
$794K +$27.9K +1,064 +4%
RJFSA
221
Raymond James Financial Services Advisors
Florida
$736K +$116K +4,407 +19%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$729K +$3.54K +135 +0.5%
FWP
223
Firethorn Wealth Partners
Georgia
$722K +$133K +5,083 +23%
PHWM
224
Pine Harbor Wealth Management
Maryland
$713K -$87.3K -3,331 -11%
2L
225
25 LLC
Missouri
$708K -$46.8K -1,787 -6%

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.