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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

306 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, 134 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+76
Holders Change %
+33.04%
% of All Funds
4.94%
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
134
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$79.9M
2
UBS Group
UBS Group
Switzerland
$42.7M
3
Mariner
Mariner
Kansas
$54.6M
4
FWP
Falcon Wealth Planning
California
$18.6M
5
Bank of America
Bank of America
North Carolina
$38.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
2
PPW
Parcion Private Wealth
Washington
$1.1M
3
PFO
Pathstone Family Office
New Jersey
$4.09M
4
OMC
Old Mission Capital
Illinois
$12.5M
5
WFA
West Financial Advisors
Iowa
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
251
Triad Financial Advisors
North Carolina
$277K -$7.86K -358 -3%
WFA
252
Websterrogers Financial Advisors
South Carolina
$267K +$267K +12,185 New
IA
253
IFG Advisors
Missouri
$266K +$266K +12,133 New
SG
254
Stonnington Group
California
$262K – – –
GA
255
Greenspring Advisors
Maryland
$248K -$26.6K -1,212 -10%
GVAG
256
Great Valley Advisor Group
Delaware
$238K +$238K +10,838 New
LFA
257
Landmark Financial Advisors
Kentucky
$234K +$234K +10,652 New
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$230K -$5.33K -243 -2%
ASN
259
Advisory Services Network
Georgia
$224K +$224K +10,196 New
PFA
260
Pinnacle Family Advisors
Missouri
$214K +$214K +9,769 New
IFA
261
Index Fund Advisors
California
$203K +$203K +9,227 New
US Bancorp
262
US Bancorp
Minnesota
$196K +$196K +8,924 New
RLIM
263
Red Lighthouse Investment Management
New York
$171K +$171K +7,798 New
MPCL
264
My Personal CFO LLC
Washington
$124K +$124K +1,171 New
PTC
265
Private Trust Company
Ohio
$106K +$106K +4,811 New
CSWM
266
Cassady Schiller Wealth Management
Ohio
$104K +$104K +4,750 New
SWM
267
Spire Wealth Management
Virginia
$97K +$66.2K +3,013 +215%
BEI
268
Benjamin Edwards Inc
Missouri
$94K +$94K +4,276 New
STCOSD
269
Sageworth Trust Company of South Dakota
South Dakota
$92K -$29.1K -1,325 -24%
SWM
270
Sanctuary Wealth Management
Idaho
$88.5K +$88.5K +4,034 New
BHWM
271
Bay Harbor Wealth Management
Maryland
$88K +$81K +3,681 +1,154%
BCM
272
Blume Capital Management
California
$79.7K – – –
MFC
273
Morris Financial Concepts
South Carolina
$75K +$75K +3,417 New
PFM
274
Phillips Financial Management
Indiana
$56.4K +$307 +14 +0.5%
OCM
275
Orion Capital Management
California
$53.6K +$34.5K +1,573 +181%
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