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Dimensional Emerging Markets Core Equity 2 ETF

91 hedge funds and large institutions have $426M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 3

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

82% more funds holding

Funds holding: 5091 (+41)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

2.43% less ownership

Funds ownership: 78.78%76.35% (-2.4%)

64% less capital invested

Capital invested by funds: $1.2B → $426M (-$770M)

Holders
91
Holders Change
+41
Holders Change %
+82%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
44
Increased
35
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$66.9M +$12.5M +544,807 +20%
BDF
2
Balasa Dinverno & Foltz
$43.9M +$14.7M +642,671 +43%
FFM
3
Forum Financial Management
Illinois
$28.3M +$27.6M +1,203,728 +661%
ADL
4
Asset Dedication LLC
California
$26.6M +$4.62M +201,448 +18%
TI
5
Truepoint Inc
Ohio
$25.1M +$28.2M +1,228,201 New
CCM
6
Carlson Capital Management
Minnesota
$17.2M +$7.62M +332,211 +65%
HIGP
7
Hill Investment Group Partners
Missouri
$17.2M -$1.86M -80,940 -9%
AC
8
AWM Capital
Arizona
$15.6M +$16.1M +699,788 New
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$15.5M +$17.5M +760,518 New
RRC
10
Relaxing Retirement Coach
Massachusetts
$10.8M +$6.66M +290,223 +122%
SCM
11
Stordahl Capital Management
Colorado
$9.44M +$4.38M +190,952 +70%
B
12
BetterWealth
California
$9.44M +$760K +33,123 +8%
LWM
13
Liberty Wealth Management
California
$8.6M +$9.65M +420,530 New
SSC
14
Syverson Strege & Co
Iowa
$8.43M +$592K +25,803 +7%
Jane Street
15
Jane Street
New York
$8.08M +$5.92M +258,187 +189%
TWP
16
Total Wealth Planning
Ohio
$7.55M +$8.47M +369,347 New
EK
17
Evensky & Katz
Florida
$6.79M +$5.52M +240,586 +263%
BEW
18
Burton Enright Welch
California
$6.62M -$2.43M -105,823 -25%
ASI
19
Advisory Services & Investments
Oregon
$6.55M +$1.55M +67,405 +27%
AF
20
Advisornet Financial
Minnesota
$5.75M +$6.46M +281,344 New
CPA
21
Cardiff Park Advisors
California
$5.42M +$2.94M +128,025 +93%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$4.87M +$5.46M +238,075 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.59M +$4.8M +209,249 +1,380%
JFA
24
JNBA Financial Advisors
Minnesota
$4.55M +$5.1M +222,430 New
WWP
25
Waypoint Wealth Partners
California
$3.91M -$1.57M -68,550 -26%

DFEM Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q3 2022, worth a combined $426M — down 64% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFEM positions and 3 closed out — a net gain of 41 holders — while 35 added to existing stakes and 8 trimmed.

The largest buyer was Truepoint Inc, opening a new position worth an estimated $28.2M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $941M sold.

  • 91 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q3 2022, up from 50 in Q2 2022.
  • Funds reported $426M of Dimensional Emerging Markets Core Equity 2 ETF stock for Q3 2022, down 64% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q3 2022 and 3 closed out, a net change of +41 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q3 2022 was Truepoint Inc, an estimated $28.2M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q3 2022 was Dimensional Fund Advisors, an estimated $941M sold.

Based on aggregated 13F filings for Q3 2022.