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Dimensional Emerging Markets Core Equity 2 ETF

213 hedge funds and large institutions have $1.58B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 129 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 33

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

26% more capital invested

Capital invested by funds: $1.25B → $1.58B (+$329M)

11% more funds holding

Funds holding: 192213 (+21)

11% more funds holding in top 10

Funds holding in top 10: 3842 (+4)

1.09% more ownership

Funds ownership: 75.92%77% (+1.1%)

Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
3.34%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.66%
New
30
Increased
129
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$292M +$141M +5,956,937 +96%
Corient Private Wealth
2
Corient Private Wealth
Florida
$96.7M +$9.59M +404,374 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$80.1M +$3.21M +135,382 +4%
TI
4
Truepoint Inc
Ohio
$64.4M +$4.07M +171,380 +7%
CCM
5
Carlson Capital Management
Minnesota
$53.2M +$5.32M +224,121 +11%
EK
6
Evensky & Katz
Florida
$49.6M +$576K +24,284 +1%
ADL
7
Asset Dedication LLC
California
$45.4M +$4.18M +176,169 +10%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$39M +$3M +126,606 +8%
HIGP
9
Hill Investment Group Partners
Missouri
$32.4M +$3.72M +156,893 +13%
RIM
10
RW Investment Management
Idaho
$28.5M +$8.2M +345,458 +41%
YAL
11
Your Advocates Ltd
Texas
$28.4M +$2.09M +87,892 +8%
RRC
12
Relaxing Retirement Coach
Massachusetts
$24.6M +$1.66M +70,073 +7%
AC
13
AWM Capital
Arizona
$22.8M +$1.17M +49,178 +5%
TWP
14
Total Wealth Planning
Ohio
$22.4M +$2.96M +124,910 +15%
PPW
15
Parcion Private Wealth
Washington
$20.8M +$20.6M +866,493 New
LPL Financial
16
LPL Financial
California
$18M +$2.98M +125,628 +20%
MFWP
17
Mosaic Family Wealth Partners
Missouri
$17.9M +$1.13M +47,740 +7%
B
18
Bridgeworth
Alabama
$17.4M +$5.76M +242,885 +50%
KA
19
Kooman & Associates
Pennsylvania
$17.4M +$1.4M +59,094 +9%
OPWM
20
Oakwell Private Wealth Management
Texas
$17M +$3.05M +128,391 +22%
SFA
21
Sequoia Financial Advisors
Ohio
$16M +$2.98M +125,571 +23%
SWM
22
Seaside Wealth Management
California
$15.6M +$15.4M +650,483 New
WA
23
Wealthstream Advisors
New York
$14.7M +$506K +21,313 +4%
BEW
24
Burton Enright Welch
California
$14.5M +$2.29M +96,548 +19%
SCM
25
Stordahl Capital Management
Colorado
$13.8M +$497K +20,945 +4%

DFEM Hedge Fund Activity: Q2 2023 in Review

213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2023, worth a combined $1.58B — up 26% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 8 closed out — a net gain of 22 holders — while 129 added to existing stakes and 33 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $141M. The largest seller was Old Mission Capital, cutting an estimated $11.6M.

  • 213 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $1.58B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2023, up 26% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2023 and 8 closed out, a net change of +22 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2023 was Forum Financial Management, an estimated $141M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2023 was Old Mission Capital, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2023.