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Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
Mills Wealth Advisors
Texas
$1.28M +$304 +12 +0%
MSF
252
Mustard Seed Financial
Arkansas
$1.25M +$190K +7,492 +18%
AG
253
AlTi Global
New York
$1.23M
CFS
254
Cannon Financial Strategists
Georgia
$1.22M -$2.94K -116 -0.2%
LWMI
255
Landmark Wealth Management (Illinois)
Illinois
$1.22M +$1.19M +46,969 New
CCM
256
Colorado Capital Management
Colorado
$1.21M +$1.19M +46,873 New
AWM
257
Avior Wealth Management
Nebraska
$1.2M -$244K -9,635 -17%
VWWMG
258
Vermillion & White Wealth Management Group
Pennsylvania
$1.2M -$30.8K -1,217 -3%
WRPWM
259
Werba Rubin Papier Wealth Management
California
$1.13M +$634 +25 +0.1%
TFA
260
Trinity Financial Advisors
Ohio
$1.1M +$870K +34,310 +417%
CIAS
261
Capital Investment Advisory Services
North Carolina
$1.07M +$36.2K +1,429 +4%
WWP
262
Walden Wealth Partners
Ohio
$1.02M +$9.07K +358 +0.9%
CPWM
263
Cypress Point Wealth Management
Texas
$1.02M +$659 +26 +0.1%
FCAS
264
First Command Advisory Services
Texas
$1.01M -$95.6K -3,773 -9%
FM
265
Foster & Motley
Ohio
$1.01M -$155K -6,120 -14%
CFGA
266
Cambridge Financial Group (Arizona)
Arizona
$1.01M +$231K +9,102 +31%
PS
267
Principal Securities
Iowa
$1,000K +$440K +17,353 +82%
RGF
268
Retirement Guys Formula
Ohio
$991K -$91K -3,591 -9%
Financial Engines Advisors
269
Financial Engines Advisors
California
$985K +$479K +18,910 +99%
MCM
270
Morton Capital Management
California
$971K -$31.2K -1,231 -3%
SFC
271
Sprinkle Financial Consultants
Colorado
$964K +$6.49K +256 +0.7%
AQR Capital Management
272
AQR Capital Management
Connecticut
$964K +$119K +4,704 +14%
LSA
273
L & S Advisors
California
$951K +$10.9K +430 +1%
SC
274
Shearwater Capital
Colorado
$927K -$7.6K -300 -0.8%
GAM
275
Gemmer Asset Management
California
$921K +$902K +35,585 New

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.