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Dimensional Emerging Markets Core Equity 2 ETF

428 hedge funds and large institutions have $4.14B invested in Dimensional Emerging Markets Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 274 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 86

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $3.81B → $4.14B (+$330M)

5% more funds holding

Funds holding: 407428 (+21)

2% less funds holding in top 10

Funds holding in top 10: 9492 (-2)

605.85% less ownership

Funds ownership: 692.48%86.63% (-606%)

Holders
428
Holders Change
+21
Holders Change %
+5.16%
% of All Funds
5.74%
Holding in Top 10
92
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.13%
% of All Funds
1.23%
New
40
Increased
274
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$439M +$6.74M +253,481 +2%
Corient Private Wealth
2
Corient Private Wealth
Florida
$172M +$15M +563,789 +10%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$168M +$17.8M +667,645 +12%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$162M +$25.7M +968,176 +19%
TI
5
Truepoint Inc
Ohio
$130M +$4.34M +163,149 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$118M +$8.35M +314,204 +8%
SFA
7
Sequoia Financial Advisors
Ohio
$111M +$72.7M +2,735,103 +186%
PPW
8
Parcion Private Wealth
Washington
$76.5M +$3.33M +125,400 +5%
ADL
9
Asset Dedication LLC
California
$66.2M +$1.23M +46,292 +2%
EK
10
Evensky & Katz
Florida
$64.5M +$2.65M +99,698 +4%
JFG
11
JMG Financial Group
Illinois
$51.7M +$5.59M +210,355 +12%
HFS
12
Heritage Financial Services
Massachusetts
$49.3M -$14.9M -559,983 -23%
LPL Financial
13
LPL Financial
California
$47.3M +$5.53M +208,055 +13%
RIM
14
RW Investment Management
Idaho
$47.1M -$505K -18,977 -1%
TWP
15
Total Wealth Planning
Ohio
$46.3M +$2.8M +105,384 +6%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$45.2M +$19.8M +746,412 +78%
RWM
17
Rockwood Wealth Management
Pennsylvania
$43.3M +$9.07M +341,161 +26%
HIGP
18
Hill Investment Group Partners
Missouri
$42.6M -$736K -27,686 -2%
WA
19
Wealthstream Advisors
New York
$39.2M +$1.35M +50,936 +4%
Jane Street
20
Jane Street
New York
$37.6M +$37.8M +1,420,387 New
AC
21
AWM Capital
Arizona
$35.3M +$447K +16,827 +1%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$34.5M +$3.32M +124,747 +11%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$34.2M -$10M -376,658 -23%
AC
24
Apella Capital
Connecticut
$33.9M -$1.07M -40,160 -3%
EFP
25
EnRich Financial Partners
Wisconsin
$33.2M +$1.92M +72,054 +6%

DFEM Hedge Fund Activity: Q1 2025 in Review

428 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) for Q1 2025, worth a combined $4.14B — up 8.7% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFEM positions and 15 closed out — a net gain of 25 holders — while 274 added to existing stakes and 86 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $72.7M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $26.7M sold.

  • 428 institutional investors held Dimensional Emerging Markets Core Equity 2 ETF (DFEM) as of Q1 2025, up from 407 in Q4 2024.
  • Funds reported $4.14B of Dimensional Emerging Markets Core Equity 2 ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 40 funds opened new Dimensional Emerging Markets Core Equity 2 ETF positions in Q1 2025 and 15 closed out, a net change of +25 holders.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $72.7M added.
  • The largest Dimensional Emerging Markets Core Equity 2 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2025.