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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

509 hedge funds and large institutions have $4.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 252 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+63
Holders Change %
+14.13%
% of All Funds
6.78%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
94
Increased
252
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$411M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$324M
3
MG
Mather Group
Illinois
$227M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33M
5
RFP
Root Financial Partners
California
$46.2M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
EWA
EP Wealth Advisors
California
$12.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$32.5M
4
KAS
Kestra Advisory Services
Texas
$1.72M
5
UB
UMB Bank
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Penobscot Wealth Management
Maine
$1.9M +$15K +590 +0.8%
NA
227
Note Advisors
New York
$1.89M +$1.89M +74,563 New
FFG
228
First Financial Group
North Carolina
$1.85M +$1.85M +72,799 New
AA
229
ArborFi Advisors
Michigan
$1.84M +$1.84M +72,572 New
VW
230
Vance Wealth
California
$1.81M +$150K +5,899 +9%
EFP
231
Elser Financial Planning
Indiana
$1.79M +$1.79M +70,397 New
ACA
232
American Capital Advisory
Idaho
$1.77M +$120K +4,729 +7%
TWP
233
Total Wealth Planning
Ohio
$1.77M +$1.27K +50 +0.1%
CSB
234
City State Bank
Iowa
$1.75M +$27.9K +1,100 +2%
YWM
235
Yoder Wealth Management
California
$1.75M +$26.5K +1,045 +2%
OHWP
236
Oak Harbor Wealth Partners
North Carolina
$1.74M +$13.9K +548 +0.8%
GCA
237
Gradient Capital Advisors
California
$1.74M +$79.9K +3,151 +5%
KAS
238
Kestra Advisory Services
Texas
$1.72M -$6.51M -256,672 -79%
Financial Engines Advisors
239
Financial Engines Advisors
California
$1.72M +$848K +33,427 +98%
AF
240
Advisornet Financial
Minnesota
$1.71M +$103K +4,048 +6%
MSF
241
Mustard Seed Financial
Arkansas
$1.7M +$188K +7,409 +12%
DWM
242
Dopkins Wealth Management
New York
$1.7M +$1.41M +55,690 +487%
VWA
243
Valued Wealth Advisors
Utah
$1.7M +$272K +10,707 +19%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$1.7M -$36K -1,420 -2%
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$1.68M +$1.68M +66,281 New
HCM
246
Hutchinson Capital Management
California
$1.68M +$58.9K +2,322 +4%
LW
247
Lauer Wealth
Indiana
$1.68M -$8.65K -341 -0.5%
SC
248
Savant Capital
Illinois
$1.66M +$121K +4,766 +8%
1WA
249
180 Wealth Advisors
Washington
$1.65M +$167K +6,594 +11%
BH
250
Burk Holdings
Oklahoma
$1.65M +$1.65M +65,142 New
8 9
10
11 12