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Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cahill Wealth Management
Michigan
$1.57M +$2.09K +80 +0.1%
QCIG
252
Quad-Cities Investment Group
Iowa
$1.56M +$15.8K +606 +1%
WA
253
Waddell & Associates
Tennessee
$1.56M -$48.6K -1,865 -3%
VWA
254
Valued Wealth Advisors
Utah
$1.54M +$30.2K +1,158 +2%
AG
255
AlTi Global
New York
$1.5M +$193K +7,400 +16%
SCM
256
Sollinda Capital Management
Florida
$1.5M +$34.4K +1,320 +2%
AIS
257
American Investment Services
Massachusetts
$1.48M -$259K -9,917 -15%
OIS
258
Okabena Investment Services
Minnesota
$1.43M -$23.9K -917 -2%
SSWG
259
Seven Springs Wealth Group
Tennessee
$1.42M -$17.9K -685 -1%
FFA
260
Farther Finance Advisors
California
$1.39M +$767K +29,409 +139%
MWA
261
Mills Wealth Advisors
Texas
$1.37M +$10.3K +396 +0.8%
CPIG
262
Chicago Partners Investment Group
Illinois
$1.36M -$7.56K -290 -0.6%
CFS
263
Cannon Financial Strategists
Georgia
$1.29M +$365 +14 +0%
OIM
264
Oder Investment Management
California
$1.23M +$1.17M +44,957 New
BI
265
Beckerman Institutional
New Jersey
$1.23M +$1.17M +44,790 New
VWWMG
266
Vermillion & White Wealth Management Group
Pennsylvania
$1.22M -$43.2K -1,656 -4%
WRPWM
267
Werba Rubin Papier Wealth Management
California
$1.2M +$887 +34 +0.1%
CFGA
268
Cambridge Financial Group (Arizona)
Arizona
$1.19M +$115K +4,401 +11%
AI
269
Atria Investments
North Carolina
$1.15M +$1.1M +42,027 New
AWM
270
Avior Wealth Management
Nebraska
$1.12M -$140K -5,362 -12%
BWA
271
BCU Wealth Advisors
Illinois
$1.11M +$190K +7,298 +22%
CIAS
272
Capital Investment Advisory Services
North Carolina
$1.1M -$38.7K -1,485 -4%
CPWM
273
Cypress Point Wealth Management
Texas
$1.08M +$939 +36 +0.1%
LWMI
274
Landmark Wealth Management (Illinois)
Illinois
$1.05M -$221K -8,485 -18%
RGF
275
Retirement Guys Formula
Ohio
$1.05M +$2.35K +90 +0.2%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.