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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

431 hedge funds and large institutions have $3.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 230 increasing their positions, 125 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
6.27%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
41
Increased
230
Reduced
125
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
$89.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
FMI
Factory Mutual Insurance
Massachusetts
$35.1M
4
EWA
EP Wealth Advisors
California
$31.4M
5
CA
Clearstead Advisors
Ohio
$13.2M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Jane Street
Jane Street
New York
$14.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
251
AlTi Global
New York
$1.23M – – –
CFS
252
Cannon Financial Strategists
Georgia
$1.22M -$3K -116 -0.2%
LWMI
253
Landmark Wealth Management (Illinois)
Illinois
$1.22M +$1.22M +46,969 New
CCM
254
Colorado Capital Management
Colorado
$1.21M +$1.21M +46,873 New
AWM
255
Avior Wealth Management
Nebraska
$1.2M -$249K -9,635 -17%
VWWMG
256
Vermillion & White Wealth Management Group
Pennsylvania
$1.2M -$31.5K -1,217 -3%
WRPWM
257
Werba Rubin Papier Wealth Management
California
$1.13M +$647 +25 +0.1%
TFA
258
Trinity Financial Advisors
Ohio
$1.1M +$888K +34,310 +417%
CIAS
259
Capital Investment Advisory Services
North Carolina
$1.07M +$37K +1,429 +4%
WWP
260
Walden Wealth Partners
Ohio
$1.02M +$9.26K +358 +0.9%
CPWM
261
Cypress Point Wealth Management
Texas
$1.02M +$673 +26 +0.1%
FCAS
262
First Command Advisory Services
Texas
$1.01M -$97.6K -3,773 -9%
FM
263
Foster & Motley
Ohio
$1.01M -$158K -6,120 -14%
PS
264
Principal Securities
Iowa
$1,000K +$449K +17,353 +82%
RGF
265
Retirement Guys Formula
Ohio
$991K -$92.9K -3,591 -9%
Financial Engines Advisors
266
Financial Engines Advisors
California
$985K +$489K +18,910 +99%
MCM
267
Morton Capital Management
California
$971K -$31.8K -1,231 -3%
SFC
268
Sprinkle Financial Consultants
Colorado
$964K +$6.62K +256 +0.7%
AQR Capital Management
269
AQR Capital Management
Connecticut
$964K +$122K +4,704 +14%
LSA
270
L & S Advisors
California
$951K +$11.1K +430 +1%
SC
271
Shearwater Capital
Colorado
$927K -$7.76K -300 -0.8%
GAM
272
Gemmer Asset Management
California
$921K +$921K +35,585 New
BA
273
Bridge Advisory
California
$918K +$17.7K +686 +2%
BCI
274
Brinker Capital Investments
Pennsylvania
$911K +$116K +4,492 +15%
OPS
275
Orion Portfolio Solutions
Nebraska
$911K +$116K +4,492 +15%
9 10
11
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