Dimensional Emerging Markets Core Equity 2 ETF
DFEM
238 hedge funds and large institutions have $1.75B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 30 reducing their positions, and 7 closing their positions.
1,108% more capital inflows, than outflows
Capital inflows: $280M | Capital outflows: $23.2M
420% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 30
357% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 7
11% more funds holding
Funds holding: 214 → 238 (+24)
7% more funds holding in top 10
Funds holding in top 10: 42 → 45 (+3)
0.59% less ownership
Funds ownership: 77.14% → 76.56% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
+$33.9M |
| 2 |
Savant Capital
Rockford,
Illinois
|
+$22.2M |
| 3 |
IWM
Integris Wealth Management
Monterey,
California
|
+$12.7M |
| 4 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$9.7M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.1M |
| 2 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$3.84M |
| 3 |
Evensky & Katz
Coral Gables,
Florida
|
-$2.02M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.75M |
| 5 |
Advisornet Financial
Minnetonka,
Minnesota
|
-$423K |
DFEM Hedge Fund Activity: Q3 2023 in Review
238 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q3 2023, worth a combined $1.75B — up 11% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DFEM positions and 7 closed out — a net gain of 25 holders — while 156 added to existing stakes and 30 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $33.9M. The largest seller was Jane Street, exiting entirely with an estimated $13.1M sold.
- 238 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q3 2023, up from 214 in Q2 2023.
- Funds reported $1.75B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 32 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q3 2023 and 7 closed out, a net change of +25 holders.
- The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q3 2023 was Forum Financial Management, an estimated $33.9M added.
- The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q3 2023 was Jane Street, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2023.