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Dimensional Emerging Core Equity Market ETF

307 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, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
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
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
276
Orion Capital Management
California
$53.6K +$33.5K +1,573 +181%
USCWA
277
U.S. Capital Wealth Advisors
Texas
$49.7K +$48.2K +2,264 New
JHCP
278
Jackson Hole Capital Partners
Oklahoma
$48.5K -$47.1K -2,214 -50%
CA
279
Clearstead Advisors
Ohio
$47.8K +$46.3K +2,177 New
NA
280
NewEdge Advisors
Louisiana
$46.5K +$45.1K +2,119 New
TWD
281
True Wealth Design
Ohio
$41.9K +$40.7K +1,911 New
GRP
282
Global Retirement Partners
California
$41K +$39.8K +1,869 New
SFG
283
Steward Financial Group
Texas
$37K +$36.7K +1,724 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$32.9K +$31.9K +1,497 New
HIA
285
Harbor Investment Advisory
Maryland
$23.7K -$3.19K -150 -12%
BSWA
286
Bromfield Sneider Wealth Advisors
Massachusetts
$22.9K +$22.2K +1,045 New
Qube Research & Technologies (QRT)
287
Qube Research & Technologies (QRT)
United Kingdom
$19.4K -$25K -1,174 -57%
HI
288
Harbour Investments
Wisconsin
$19.3K +$18.7K +880 New
SC
289
Schubert & Co
Texas
$16.5K
VDBMI
290
Van Den Berg Management I
Texas
$14.7K +$14.2K +668 New
OA
291
Operose Advisors
Wisconsin
$11.5K +$85 +4 +0.8%
PA
292
Parallel Advisors
California
$10.4K +$8.96K +421 +825%
SC
293
Sawyer & Company
Massachusetts
$10K +$9.23K +434 New
Morgan Stanley
294
Morgan Stanley
New York
$7.92K -$195K -9,146 -96%
FCG
295
Financial Connections Group
California
$7K
GWM
296
Grand Wealth Management
Michigan
$5.22K -$27.6K -1,298 -85%
ME
297
McIlrath & Eck
Washington
$4.48K
FFA
298
Farther Finance Advisors
California
$4.48K +$4.34K +204 New
GWS
299
Glassman Wealth Services
Virginia
$4.37K
GT
300
Glenmede Trust
Pennsylvania
$4.32K +$4.19K +197 New

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.