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Dimensional Emerging Core Equity Market ETF

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
226
Aviance Capital Partners
Florida
$1.29M +$33.6K +1,471 +3%
BWM
227
Birchcreek Wealth Management
Ohio
$1.28M +$113K +4,946 +10%
SSC
228
Syverson Strege & Co
Iowa
$1.27M +$19.8K +867 +2%
CFS
229
Cannon Financial Strategists
Georgia
$1.27M -$16K -699 -1%
CWM
230
Cahill Wealth Management
Michigan
$1.25M -$36.3K -1,586 -3%
KAS
231
Kestra Advisory Services
Texas
$1.25M +$133K +5,808 +13%
QCIG
232
Quad-Cities Investment Group
Iowa
$1.25M -$17.4K -762 -1%
PWM
233
Penobscot Wealth Management
Maine
$1.24M +$132K +5,782 +13%
MA
234
MBA Advisors
Pennsylvania
$1.24M +$853K +37,298 +268%
FGAM
235
Financial Gravity Asset Management
Texas
$1.23M +$54.2K +2,371 +2%
CCA
236
Clarity Capital Advisors
Florida
$1.22M +$1.16M +50,621 New
PFG
237
Pinnacle Financial Group
Illinois
$1.19M -$66.3K -2,900 -6%
PWIA
238
Porter White Investment Advisors
Alabama
$1.19M +$99.6K +4,359 +10%
BHWM
239
Bay Harbor Wealth Management
Maryland
$1.18M +$313K +13,681 +39%
BTI
240
Blue Trust Inc
Georgia
$1.16M +$335K +14,646 +40%
WP
241
WealthSource Partners
California
$1.16M -$79.1K -3,460 -7%
IAG
242
Investmark Advisory Group
Connecticut
$1.14M +$135K +5,898 +14%
CW
243
CreativeOne Wealth
Kansas
$1.13M +$500K +21,896 +88%
VWWMG
244
Vermillion & White Wealth Management Group
Pennsylvania
$1.13M +$1.07M +46,679 New
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$1.1M -$18.2K -798 -2%
FM
246
Foster & Motley
Ohio
$1.1M -$11.3K -495 -1%
WRPWM
247
Werba Rubin Papier Wealth Management
California
$1.06M -$19.2K -841 -2%
MCM
248
Morton Capital Management
California
$1.05M -$147K -6,410 -13%
RGF
249
Retirement Guys Formula
Ohio
$1.01M +$248K +10,860 +35%
WWP
250
Walden Wealth Partners
Ohio
$983K +$932K +40,757 New

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.