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Dimensional Emerging Markets Core Equity 2 ETF
DFEM

335 hedge funds and large institutions have $3.63B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 222 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

270% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 60

12% more capital invested

Capital invested by funds: $3.24B → $3.63B (+$392M)

6% more funds holding

Funds holding: 315 → 335 (+20)

1% more funds holding in top 10

Funds holding in top 10: 75 → 76 (+1)

0.95% less ownership

Funds ownership: 82.6% → 81.65% (-0.95%)

Holders
335
Holders Change
+20
Holders Change %
+6.35%
% of All Funds
4.81%
Holding in Top 10
76
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.33%
% of All Funds
1.09%
New
28
Increased
222
Reduced
60
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$126M
2
WA
Wealthstream Advisors
New York
+$19.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$13.8M
4
OMC
Old Mission Capital
Illinois
+$13.3M
5
FFM
Forum Financial Management
Illinois
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$20.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.7M
3
SW
Simplicity Wealth
New Jersey
-$10.5M
4
DWA
Delap Wealth Advisory
Oregon
-$6.54M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$5.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$438M +$13.2M +493,339 +3%
Corient Private Wealth
2
Corient Private Wealth
Florida
$162M +$8.1M +301,644 +6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$132M +$126M +4,678,596 New
TI
4
Truepoint Inc
Ohio
$125M +$5.48M +204,097 +5%
HighTower Advisors
5
HighTower Advisors
Illinois
$112M +$751K +27,961 +0.7%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$111M +$13.8M +514,198 +15%
PPW
7
Parcion Private Wealth
Washington
$73.7M +$4.47M +166,521 +7%
ADL
8
Asset Dedication LLC
California
$67M +$4.72M +175,855 +8%
HFS
9
Heritage Financial Services
Massachusetts
$65.5M +$2.27M +84,454 +4%
EK
10
Evensky & Katz
Florida
$64.2M +$2.23M +82,957 +4%
CCM
11
Carlson Capital Management
Minnesota
$62.9M +$5.85M +218,047 +11%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$52M -$1.23M -45,813 -2%
RIM
13
RW Investment Management
Idaho
$48.8M +$1.48M +55,247 +3%
JFG
14
JMG Financial Group
Illinois
$43.6M +$6.08M +226,291 +17%
TWP
15
Total Wealth Planning
Ohio
$43.3M +$2.99M +111,287 +8%
HIGP
16
Hill Investment Group Partners
Missouri
$42.3M +$41.2K +1,533 +0.1%
LPL Financial
17
LPL Financial
California
$39.4M +$2.99M +111,371 +9%
WA
18
Wealthstream Advisors
New York
$38.5M +$19.5M +725,758 +113%
AC
19
AWM Capital
Arizona
$36.1M +$2.58M +96,155 +8%
SFA
20
Sequoia Financial Advisors
Ohio
$33.4M +$2.71M +101,079 +9%
SC
21
Savant Capital
Illinois
$33.2M -$3.25M -120,926 -9%
EFP
22
EnRich Financial Partners
Wisconsin
$32.1M +$1.38M +51,266 +5%
OPWM
23
Oakwell Private Wealth Management
Texas
$31.8M -$1.53M -57,094 -5%
AC
24
Apella Capital
Connecticut
$31.7M +$2.09M +77,782 +8%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$30.7M +$3M +111,827 +12%
1
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DFEM Hedge Fund Activity: Q3 2024 in Review

335 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q3 2024, worth a combined $3.63B — up 12% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFEM positions and 6 closed out — a net gain of 22 holders — while 222 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $126M. The largest seller was Jane Street, cutting an estimated $20.6M.

  • 335 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $3.63B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 28 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q3 2024 and 6 closed out, a net change of +22 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $126M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2024.