DFAE icon

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 %
PFG
251
Pinnacle Financial Group
Illinois
$1.65M +$20.2K +798 +1%
BWG
252
Beta Wealth Group
California
$1.65M +$18.5K +729 +1%
MWA
253
Mills Wealth Advisors
Texas
$1.64M +$374K +14,732 +30%
HWM
254
HFG Wealth Management
Texas
$1.63M -$117K -4,271 -7%
CPA
255
Cardiff Park Advisors
California
$1.62M +$3.1K +122 +0.2%
KWM
256
Keebeck Wealth Management
Illinois
$1.61M – – –
CCA
257
Clarity Capital Advisors
Florida
$1.61M +$78.9K +3,111 +5%
ACP
258
Aviance Capital Partners
Florida
$1.6M -$17.7K -697 -1%
SSC
259
Syverson Strege & Co
Iowa
$1.58M +$38.1K +1,503 +2%
LSIA
260
LaSalle St. Investment Advisors
Illinois
$1.57M +$3.91K +154 +0.2%
MWML
261
M Wealth Management LLC
California
$1.57M +$1.57M +61,851 New
CFS
262
Cannon Financial Strategists
Georgia
$1.57M +$376K +14,821 +32%
IAG
263
Investmark Advisory Group
Connecticut
$1.55M -$13K -511 -0.8%
PP
264
PrairieView Partners
Minnesota
$1.53M +$54.9K +2,164 +4%
ZF
265
Zhang Financial
Michigan
$1.53M +$7.46K +294 +0.5%
EA
266
Eclectic Associates
California
$1.5M +$1.01M +39,766 +205%
MNBTD
267
Moody National Bank Trust Division
Texas
$1.49M +$1.49M +58,884 New
CWM
268
Cahill Wealth Management
Michigan
$1.49M +$38.5K +1,518 +3%
PWIA
269
Porter White Investment Advisors
Alabama
$1.48M +$786 +31 +0.1%
SCM
270
Sollinda Capital Management
Florida
$1.46M +$76.8K +3,026 +6%
WA
271
Waddell & Associates
Tennessee
$1.46M +$16.1K +634 +1%
QCIG
272
Quad-Cities Investment Group
Iowa
$1.43M -$17.9K -706 -1%
AG
273
AlTi Global
New York
$1.39M – – –
Pathstone Holdings
274
Pathstone Holdings
New Jersey
$1.39M -$108K -4,244 -7%
AIS
275
American Investment Services
Massachusetts
$1.38M +$10K +395 +0.7%
9 10
11
12 13