DFAE icon

Dimensional Emerging Core Equity Market ETF

358 hedge funds and large institutions have $2.39B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 213 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+15
Holders Change %
+4.37%
% of All Funds
5.71%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.65%
New
33
Increased
213
Reduced
78
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
226
Bridge Advisory
California
$785K -$5.49K -243 -0.7%
SC
227
Savant Capital
Illinois
$778K +$778K +34,469 New
HFA
228
Highland Financial Advisors
New Jersey
$769K -$542 -24 -0.1%
CIAS
229
Capital Investment Advisory Services
North Carolina
$769K +$41.6K +1,841 +6%
FFM
230
Flagstone Financial Management
Nebraska
$751K
SWM
231
Soundmark Wealth Management
Washington
$721K
1WA
232
180 Wealth Advisors
Washington
$718K +$104K +4,596 +17%
MFGM
233
Marshall Financial Group (Maryland)
Maryland
$715K -$75.4K -3,340 -10%
RGF
234
Retirement Guys Formula
Ohio
$704K -$40.7K -1,804 -5%
YWM
235
Yoder Wealth Management
California
$690K +$150K +6,635 +28%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$683K +$68 +3 +0%
PCM
237
Presidio Capital Management
California
$677K +$119K +5,272 +21%
BA
238
Bristlecone Advisors
Washington
$664K -$54.8K -2,428 -8%
LG
239
LAM Group
Oregon
$626K +$52.4K +2,320 +9%
DP
240
DDD Partners
Washington
$623K +$17.2K +762 +3%
BCI
241
Brinker Capital Investments
Pennsylvania
$621K +$100K +4,434 +19%
OPS
242
Orion Portfolio Solutions
Nebraska
$621K +$100K +4,434 +19%
AWM
243
Axxcess Wealth Management
California
$601K +$119K +5,271 +25%
LEFP
244
Leading Edge Financial Planning
Tennessee
$599K -$98.8K -4,379 -14%
FWM
245
Fortress Wealth Management
California
$599K +$7.09K +314 +1%
CWM
246
CarsonAllaria Wealth Management
Illinois
$588K +$8.44K +374 +1%
1WM
247
1900 Wealth Management
Texas
$570K +$119K +5,266 +26%
API
248
Advisor Partners II
California
$570K +$47.6K +2,109 +9%
RK
249
Rather & Kittrell
Tennessee
$568K +$24.4K +1,080 +4%
CW
250
CreativeOne Wealth
Kansas
$564K -$549K -24,298 -49%