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Dimensional Emerging Markets Value ETF

99 hedge funds and large institutions have $307M invested in Dimensional Emerging Markets Value ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
14
Increased
58
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.31M +$832K +33,215 +56%
VP
27
Verum Partners
North Carolina
$2.07M -$5.12K -210 -0.2%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$1.91M +$611K +25,064 +47%
LG
29
LAM Group
Oregon
$1.85M -$39.7K -1,630 -2%
MCA
30
Maryland Capital Advisors
Maryland
$1.84M +$168K +6,911 +10%
SFP
31
Sterling Financial Planning
New Jersey
$1.79M +$384K +15,744 +27%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.66M -$12.5K -514 -0.8%
MWA
33
Mills Wealth Advisors
Texas
$1.65M +$29.3K +1,204 +2%
PWM
34
PBMares Wealth Management
Virginia
$1.58M +$225K +9,215 +17%
CPIG
35
Chicago Partners Investment Group
Illinois
$1.55M +$220K +8,809 +16%
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.54M +$29.1K +1,194 +2%
IFA
37
Index Fund Advisors
California
$1.51M +$460K +18,856 +44%
AC
38
Applied Capital
Arkansas
$1.37M +$15.2K +622 +1%
BAWC
39
Boyce & Associates Wealth Consulting
Texas
$1.28M +$1.28M +52,409 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.25M +$221K +9,054 +21%
SFA
41
Sequoia Financial Advisors
Ohio
$1.21M +$97.6K +4,004 +9%
GC
42
Gibson Capital
Pennsylvania
$1.19M -$339K -13,900 -22%
FTUS
43
Flow Traders U.S.
New York
$1.18M -$1.12M -45,810 -49%
CPA
44
Cardiff Park Advisors
California
$1.11M -$101K -4,154 -8%
CI
45
Cordant Inc
Oregon
$1.11M +$258K +10,576 +30%
SPIA
46
Steward Partners Investment Advisory
New York
$1.09M +$92.2K +3,785 +9%
RFP
47
RCS Financial Planning
Maryland
$1.06M +$150K +6,143 +16%
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$980K +$980K +40,212 New
API
49
Advisor Partners II
California
$948K +$25.7K +1,054 +3%
MC
50
Matisse Capital
Oregon
$941K