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Dimensional Emerging Markets Core Equity 2 ETF
DFEM

407 hedge funds and large institutions have $3.81B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 234 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

610.83% more ownership

Funds ownership: 81.65% → 692.48% (+611%)

520% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 15

303% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 58

24% more funds holding in top 10

Funds holding in top 10: 76 → 94 (+18)

21% more funds holding

Funds holding: 335 → 407 (+72)

5% more capital invested

Capital invested by funds: $3.63B → $3.81B (+$177M)

Holders
407
Holders Change
+72
Holders Change %
+21.49%
% of All Funds
5.36%
Holding in Top 10
94
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.68%
% of All Funds
1.24%
New
93
Increased
234
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
+$27.7B
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$32.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$27.5M
4
FFM
Forum Financial Management
Illinois
+$20.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$30.5M
2
OMC
Old Mission Capital
Illinois
-$16.6M
3
B
BetterWealth
California
-$12.2M
4
OPWM
Oakwell Private Wealth Management
Texas
-$5.6M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$4.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$428M +$20.7M +761,829 +5%
Corient Private Wealth
2
Corient Private Wealth
Florida
$155M +$4.33M +159,462 +3%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$149M +$27.5M +1,012,951 +22%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$135M +$32.4M +1,190,478 +30%
TI
5
Truepoint Inc
Ohio
$124M +$8.35M +307,313 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$109M +$4.56M +167,916 +4%
PPW
7
Parcion Private Wealth
Washington
$72.4M +$3.98M +146,503 +6%
ADL
8
Asset Dedication LLC
California
$64.3M +$2.09M +76,965 +3%
HFS
9
Heritage Financial Services
Massachusetts
$63.4M +$2.54M +93,568 +4%
EK
10
Evensky & Katz
Florida
$61.2M +$1.55M +57,099 +3%
CCM
11
Carlson Capital Management
Minnesota
$58.6M +$47.1K +1,732 +0.1%
RIM
12
RW Investment Management
Idaho
$47.1M +$1.77M +65,059 +4%
JFG
13
JMG Financial Group
Illinois
$45.7M +$5.27M +194,087 +13%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$43.7M -$4.84M -178,007 -10%
TWP
15
Total Wealth Planning
Ohio
$43M +$2.84M +104,569 +7%
HIGP
16
Hill Investment Group Partners
Missouri
$42.9M +$1.6M +58,886 +4%
LPL Financial
17
LPL Financial
California
$41.4M +$4.89M +179,965 +13%
SFA
18
Sequoia Financial Advisors
Ohio
$38.6M +$7.78M +286,286 +24%
WA
19
Wealthstream Advisors
New York
$37.5M +$1.75M +64,431 +5%
AC
20
Apella Capital
Connecticut
$36.6M +$8.02M +295,252 +27%
AC
21
AWM Capital
Arizona
$34.5M +$951K +35,007 +3%
RWM
22
Rockwood Wealth Management
Pennsylvania
$33.9M +$8.56M +314,799 +32%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$31M +$4.12M +151,547 +15%
EFP
24
EnRich Financial Partners
Wisconsin
$30.9M +$1.11M +40,990 +4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$30.9M +$2.64M +96,972 +9%
1
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DFEM Hedge Fund Activity: Q4 2024 in Review

407 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q4 2024, worth a combined $3.81B — up 4.9% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DFEM positions and 15 closed out — a net gain of 78 holders — while 234 added to existing stakes and 58 trimmed.

The largest buyer was Elser Financial Planning, opening a new position worth an estimated $27.7B. The largest seller was Jane Street, exiting entirely with an estimated $30.5M sold.

  • 407 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $3.81B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 93 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q4 2024 and 15 closed out, a net change of +78 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $27.7B added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q4 2024 was Jane Street, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2024.