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Dimensional Emerging Markets Core Equity 2 ETF

163 hedge funds and large institutions have $879M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 68 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,875% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 4

518% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 11

218% more funds holding in top 10

Funds holding in top 10: 1135 (+24)

106% more capital invested

Capital invested by funds: $426M → $879M (+$453M)

79% more funds holding

Funds holding: 91163 (+72)

0.51% more ownership

Funds ownership: 76.35%76.86% (+0.51%)

Holders
163
Holders Change
+72
Holders Change %
+79.12%
% of All Funds
2.62%
Holding in Top 10
35
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+218.18%
% of All Funds
0.56%
New
79
Increased
68
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$96.1M +$63M +2,891,727 +209%
Corient Private Wealth
2
Corient Private Wealth
Florida
$71.3M +$69.2M +3,173,384 New
TI
3
Truepoint Inc
Ohio
$52M +$23.7M +1,086,076 +88%
HighTower Advisors
4
HighTower Advisors
Illinois
$49.6M -$23.3M -1,067,851 -33%
EK
5
Evensky & Katz
Florida
$40.1M +$31.7M +1,453,514 +438%
ADL
6
Asset Dedication LLC
California
$34.4M +$4.96M +227,669 +17%
CCM
7
Carlson Capital Management
Minnesota
$31.8M +$12.5M +574,956 +68%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$29.5M +$12.1M +554,165 +73%
HIGP
9
Hill Investment Group Partners
Missouri
$20.5M +$1.57M +71,918 +9%
RRC
10
Relaxing Retirement Coach
Massachusetts
$20.1M +$7.97M +365,343 +69%
Jane Street
11
Jane Street
New York
$19.3M +$10.1M +464,470 +118%
AC
12
AWM Capital
Arizona
$16.8M +$1.04M +47,601 +7%
OMC
13
Old Mission Capital
Illinois
$14.3M +$10.8M +493,575 +341%
RIM
14
RW Investment Management
Idaho
$13.9M +$13.5M +618,935 New
WA
15
Wealthstream Advisors
New York
$12.4M +$12.1M +553,621 New
TWP
16
Total Wealth Planning
Ohio
$12.1M +$3.71M +170,237 +46%
B
17
BetterWealth
California
$11.7M +$1.27M +58,352 +13%
SCM
18
Stordahl Capital Management
Colorado
$11.2M +$832K +38,146 +8%
AAP
19
Arax Advisory Partners
Colorado
$10.4M +$10.1M +464,154 New
SSC
20
Syverson Strege & Co
Iowa
$10.4M +$1.12M +51,343 +12%
BEW
21
Burton Enright Welch
California
$10.1M +$2.79M +128,079 +40%
BL
22
BFSG LLC
California
$9.53M +$9.25M +424,144 New
CCA
23
Cravens & Co Advisors
Tennessee
$7.55M +$7.33M +336,325 New
RK
24
Rather & Kittrell
Tennessee
$7.18M +$6.44M +295,242 +1,199%
SFG
25
Steward Financial Group
Texas
$7.17M +$3.62M +165,849 +108%

DFEM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2022, worth a combined $879M — up 106% from $426M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DFEM positions and 4 closed out — a net gain of 75 holders — while 68 added to existing stakes and 11 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $63M. The largest seller was HighTower Advisors, cutting an estimated $23.3M.

  • 163 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $879M of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2022, up 106% quarter-over-quarter.
  • 79 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2022 and 4 closed out, a net change of +75 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2022 was Forum Financial Management, an estimated $63M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2022 was HighTower Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2022.