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Dimensional Emerging Markets Core Equity 2 ETF

285 hedge funds and large institutions have $2.48B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 169 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

589% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 9

369% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 36

42% more capital invested

Capital invested by funds: $1.75B → $2.48B (+$729M)

39% more funds holding in top 10

Funds holding in top 10: 4461 (+17)

20% more funds holding

Funds holding: 237285 (+48)

7.74% more ownership

Funds ownership: 76.4%84.14% (+7.7%)

Holders
285
Holders Change
+48
Holders Change %
+20.25%
% of All Funds
4.16%
Holding in Top 10
61
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+38.64%
% of All Funds
0.89%
New
62
Increased
169
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$388M +$47.7M +2,016,884 +15%
Corient Private Wealth
2
Corient Private Wealth
Florida
$116M +$5.65M +238,906 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$100M +$17.7M +749,739 +23%
TI
4
Truepoint Inc
Ohio
$84.1M +$8.68M +367,189 +12%
PPW
5
Parcion Private Wealth
Washington
$83.7M +$57.3M +2,422,609 +260%
CCM
6
Carlson Capital Management
Minnesota
$71.5M +$11M +463,096 +19%
EK
7
Evensky & Katz
Florida
$50.9M +$1.41M +59,432 +3%
ADL
8
Asset Dedication LLC
California
$47.4M -$2.02M -85,464 -4%
BSW
9
Buckingham Strategic Wealth
Missouri
$46.7M +$28.6M +1,207,337 +182%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$44.6M +$1.69M +71,358 +4%
RIM
11
RW Investment Management
Idaho
$39.4M +$4.05M +171,056 +12%
HIGP
12
Hill Investment Group Partners
Missouri
$38.2M +$419K +17,722 +1%
TWP
13
Total Wealth Planning
Ohio
$31.5M +$4.55M +192,551 +18%
MFC
14
Miramar Fiduciary Corp
Nevada
$30.8M +$29.1M +1,232,345 New
FPAS
15
Focus Partners Advisor Solutions
Missouri
$30.6M +$11.6M +490,969 +67%
YAL
16
Your Advocates Ltd
Texas
$28.2M -$1.94M -81,955 -7%
AC
17
AWM Capital
Arizona
$27.7M +$1.98M +83,856 +8%
JFG
18
JMG Financial Group
Illinois
$25.1M +$9.75M +412,284 +70%
EFP
19
EnRich Financial Partners
Wisconsin
$24.5M +$23.3M +983,200 New
OPWM
20
Oakwell Private Wealth Management
Texas
$23.6M +$3.53M +149,089 +19%
LPL Financial
21
LPL Financial
California
$23.2M +$2.46M +104,096 +13%
SFA
22
Sequoia Financial Advisors
Ohio
$22.3M +$3.3M +139,554 +19%
B
23
Bridgeworth
Alabama
$21.5M +$232K +9,825 +1%
KA
24
Kooman & Associates
Pennsylvania
$19.9M +$1.32M +55,653 +8%
AC
25
Apella Capital
Connecticut
$19.7M +$14.2M +602,252 +297%

DFEM Hedge Fund Activity: Q4 2023 in Review

285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2023, worth a combined $2.48B — up 42% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFEM positions and 9 closed out — a net gain of 53 holders — while 169 added to existing stakes and 36 trimmed.

The largest buyer was Parcion Private Wealth, adding an estimated $57.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.95M sold.

  • 285 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2023, up from 237 in Q3 2023.
  • Funds reported $2.48B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 62 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2023 and 9 closed out, a net change of +53 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2023 was Parcion Private Wealth, an estimated $57.3M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2023 was Susquehanna International Group, an estimated $7.95M sold.

Based on aggregated 13F filings for Q4 2023.