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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

335 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 70 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
5.36%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
70
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$28.2M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$24.9M
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
UBS Group
4
UBS Group
Switzerland
$64M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$13.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$43.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$63K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$696K
4
SFA
4
Sequoia Financial Advisors
Ohio
$6.35M
5
FTUS
5
Flow Traders U.S.
New York
$743K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$281K +$75.2K +3,268 +37%
WFA
277
Websterrogers Financial Advisors
South Carolina
$280K -$368 -16 -0.1%
GVAG
278
Great Valley Advisor Group
Delaware
$279K +$29.8K +1,297 +12%
TP
279
Tranquility Partners
Tennessee
$256K +$256K +11,129 New
RW
280
REDW Wealth
New Mexico
$247K +$247K +10,719 New
Koshinski Asset Management
281
Koshinski Asset Management
Illinois
$241K – – –
PFA
282
Pettinga Financial Advisors
Indiana
$239K -$419K -18,190 -64%
TCBWMS
283
Texas Capital Bank Wealth Management Services
Texas
$235K +$235K +10,200 New
GPA
284
Garrison Point Advisors
California
$224K +$224K +9,744 New
PFA
285
Pinnacle Family Advisors
Missouri
$224K -$1.04K -45 -0.5%
EF
286
Exeter Financial
Arizona
$218K +$218K +9,447 New
Wealthfront Advisers
287
Wealthfront Advisers
California
$212K +$212K +9,225 New
MWM
288
Merriman Wealth Management
Washington
$208K +$208K +9,052 New
RLIM
289
Red Lighthouse Investment Management
New York
$180K – – –
PTC
290
Private Trust Company
Ohio
$110K -$253 -11 -0.2%
CSWM
291
Cassady Schiller Wealth Management
Ohio
$109K – – –
MFC
292
Morris Financial Concepts
South Carolina
$88.9K +$10.3K +446 +13%
Wells Fargo
293
Wells Fargo
California
$86.5K +$86.5K +3,759 New
BCM
294
Blume Capital Management
California
$83.6K – – –
CA
295
Clearstead Advisors
Ohio
$75.1K +$25K +1,087 +50%
OCM
296
Orion Capital Management
California
$72.6K +$16.4K +711 +29%
FFA
297
Farther Finance Advisors
California
$70.3K +$65.6K +2,849 +1,397%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$63K -$12.8M -552,322 -100%
PFM
299
Phillips Financial Management
Indiana
$59.2K +$69 +3 +0.1%
STCOSD
300
Sageworth Trust Company of South Dakota
South Dakota
$50.9K -$45.5K -1,978 -47%
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