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Dimensional Emerging Markets Core Equity 2 ETF

315 hedge funds and large institutions have $3.24B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 203 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 55

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $2.88B → $3.24B (+$365M)

6% more funds holding in top 10

Funds holding in top 10: 7175 (+4)

5% more funds holding

Funds holding: 300315 (+15)

0.24% less ownership

Funds ownership: 82.84%82.6% (-0.24%)

Holders
315
Holders Change
+15
Holders Change %
+5%
% of All Funds
4.55%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.08%
New
30
Increased
203
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$403M -$19.7M -749,866 -5%
Corient Private Wealth
2
Corient Private Wealth
Florida
$146M +$10.5M +398,975 +8%
TI
3
Truepoint Inc
Ohio
$113M +$4.09M +155,933 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
$106M +$1.98M +75,491 +2%
BSW
5
Buckingham Strategic Wealth
Missouri
$106M +$20.5M +783,290 +25%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$91.9M +$19.1M +730,004 +27%
PPW
7
Parcion Private Wealth
Washington
$65.5M -$26.9M -1,027,079 -30%
HFS
8
Heritage Financial Services
Massachusetts
$60M +$1.61M +61,331 +3%
ADL
9
Asset Dedication LLC
California
$58.9M +$4.11M +156,787 +8%
EK
10
Evensky & Katz
Florida
$58.7M +$1.86M +70,948 +3%
CCM
11
Carlson Capital Management
Minnesota
$53.9M +$1.81M +68,992 +4%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$50.6M +$1.1M +41,897 +2%
Jane Street
13
Jane Street
New York
$49.5M +$3.33M +126,948 +7%
RIM
14
RW Investment Management
Idaho
$44.9M +$1.21M +46,092 +3%
HIGP
15
Hill Investment Group Partners
Missouri
$42M +$1.1M +42,094 +3%
TWP
16
Total Wealth Planning
Ohio
$39.4M +$2.45M +93,360 +7%
JFG
17
JMG Financial Group
Illinois
$35.4M +$3.75M +143,055 +12%
SC
18
Savant Capital
Illinois
$34.8M +$17.4M +662,455 +104%
LPL Financial
19
LPL Financial
California
$34.4M +$7.96M +303,741 +31%
OPWM
20
Oakwell Private Wealth Management
Texas
$31.8M +$2.49M +94,857 +9%
AC
21
AWM Capital
Arizona
$31.8M +$1.55M +58,993 +5%
EFP
22
EnRich Financial Partners
Wisconsin
$29.1M +$605K +23,094 +2%
SFA
23
Sequoia Financial Advisors
Ohio
$29M +$3.11M +118,671 +12%
MFC
24
Miramar Fiduciary Corp
Nevada
$28.9M -$5.14M -196,250 -15%
AC
25
Apella Capital
Connecticut
$28M +$2.77M +105,849 +12%

DFEM Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q2 2024, worth a combined $3.24B — up 13% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFEM positions and 14 closed out — a net gain of 16 holders — while 203 added to existing stakes and 55 trimmed.

The largest buyer was Klaas Financial Asset Advisors, opening a new position worth an estimated $24.6M. The largest seller was Parcion Private Wealth, cutting an estimated $26.9M.

  • 315 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q2 2024, up from 300 in Q1 2024.
  • Funds reported $3.24B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 30 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q2 2024 and 14 closed out, a net change of +16 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q2 2024 was Klaas Financial Asset Advisors, an estimated $24.6M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q2 2024 was Parcion Private Wealth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.