Dimensional Emerging Markets Core Equity 2 ETF
DFEM
214 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, 130 increasing their positions, 33 reducing their positions, and 8 closing their positions.
819% more capital inflows, than outflows
Capital inflows: $331M | Capital outflows: $36.1M
294% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 33
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
11% more funds holding
Funds holding: 193 → 214 (+21)
11% more funds holding in top 10
Funds holding in top 10: 38 → 42 (+4)
1.14% more ownership
Funds ownership: 76.01% → 77.14% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
+$141M |
| 2 |
Parcion Private Wealth
Bellevue,
Washington
|
+$20.6M |
| 3 |
SWM
Seaside Wealth Management
Carlsbad,
California
|
+$15.4M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$9.6M |
| 5 |
RW Investment Management
Eagle,
Idaho
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$11.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.01M |
| 3 |
Greenspring Advisors
Towson,
Maryland
|
-$3.98M |
| 4 |
Flow Traders U.S.
New York
|
-$2.37M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.2M |
DFEM Hedge Fund Activity: Q2 2023 in Review
214 of the 6,388 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 $1.26B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DFEM positions and 8 closed out — a net gain of 22 holders — while 130 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.
- 214 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2023, up from 193 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.