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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
Lane & Associates
New Jersey
$446K +$432K +20,303 New
WP
227
WMS Partners
Maryland
$427K +$414K +19,466 New
CG
228
Caprock Group
Idaho
$410K +$101K +4,764 +34%
HighTower Advisors
229
HighTower Advisors
Illinois
$408K +$71.5K +3,360 +22%
LG
230
LAM Group
Oregon
$408K +$395K +18,585 New
BA
231
Bridge Advisory
California
$404K +$31.2K +1,468 +9%
JTWM
232
Jackson Thornton Wealth Management
Alabama
$399K +$387K +18,181 New
TC
233
TownSquare Capital
Utah
$395K +$383K +17,995 New
UWM
234
USAdvisors Wealth Management
Minnesota
$381K +$83.2K +3,909 +29%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$368K +$10.4K +491 +3%
BWM
236
Birchcreek Wealth Management
Ohio
$366K +$5.94K +279 +2%
PP
237
Prosperity Planning
Missouri
$355K
RF
238
Resolute Financial
Massachusetts
$348K +$10.6K +496 +3%
SIC
239
SJS Investment Consulting
Ohio
$329K +$319K +15,000 +214,286%
EIA
240
Eldridge Investment Advisors
New Hampshire
$329K +$319K +14,971 New
PCM
241
Parsons Capital Management
Rhode Island
$326K +$16.7K +783 +6%
IAG
242
Investment Advisory Group
Massachusetts
$324K +$314K +14,777 New
MCA
243
Maryland Capital Advisors
Maryland
$314K -$381K -17,903 -56%
AC
244
Apella Capital
Connecticut
$300K -$107K -5,024 -27%
BC
245
Burney Company
Virginia
$299K +$4.55K +214 +2%
DADC
246
D.A. Davidson & Co
Montana
$296K -$446K -20,970 -61%
CMBA
247
C.M. Bidwell & Associates
Hawaii
$291K -$75.5K -3,546 -21%
JP Morgan Chase
248
JP Morgan Chase
New York
$283K +$275K +12,902 New
LFA
249
Lauterbach Financial Advisors
Texas
$282K +$11.5K +541 +4%
SHWM
250
Silicon Hills Wealth Management
Texas
$280K -$58.2K -2,735 -18%

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.