Dimensional Emerging Markets Core Equity 2 ETF
DFEM
164 hedge funds and large institutions have $881M invested in Dimensional Emerging Markets Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 69 increasing their positions, 11 reducing their positions, and 4 closing their positions.
1,875% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 4
1,386% more capital inflows, than outflows
Capital inflows: $489M | Capital outflows: $32.9M
527% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 11
218% more funds holding in top 10
Funds holding in top 10: 11 → 35 (+24)
78% more funds holding
Funds holding: 92 → 164 (+72)
26.18% more ownership
Funds ownership: 29.79% → 55.97% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
+$63M |
| 2 |
Evensky & Katz
Coral Gables,
Florida
|
+$31.7M |
| 3 |
Truepoint Inc
Cincinnati,
Ohio
|
+$23.7M |
| 4 |
Carlson Capital Management
Northfield,
Minnesota
|
+$12.5M |
| 5 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$23.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.59M |
| 3 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$1.58M |
| 4 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
-$769K |
| 5 |
Cardiff Park Advisors
Carlsbad,
California
|
-$709K |
DFEM Hedge Fund Activity: Q4 2022 in Review
164 of the 6,242 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 $881M — up 106% from $428M a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new DFEM positions and 4 closed out — a net gain of 75 holders — while 69 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.
- 164 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2022, up from 92 in Q3 2022.
- Funds reported $881M 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.