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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
BA
276
Bridge Advisory
California
$918K +$17.4K +686 +2%
BCI
277
Brinker Capital Investments
Pennsylvania
$911K +$114K +4,492 +15%
OPS
278
Orion Portfolio Solutions
Nebraska
$911K +$114K +4,492 +15%
ATI
279
ARK & TLK Investments
Oklahoma
$901K +$77K +3,037 +10%
BWA
280
BCU Wealth Advisors
Illinois
$858K +$139K +5,484 +20%
FFM
281
Flagstone Financial Management
Nebraska
$819K
MA
282
Mutual Advisors
Nebraska
$777K +$28.3K +1,116 +4%
TWM
283
Tanager Wealth Management
United Kingdom
$775K -$53.5K -2,111 -7%
BWM
284
Birchcreek Wealth Management
Ohio
$744K -$621K -24,490 -46%
CWM
285
CarsonAllaria Wealth Management
Illinois
$743K +$5.5K +217 +0.8%
LG
286
LAM Group
Oregon
$727K -$253 -10 -0%
CI
287
Cordant Inc
Oregon
$711K -$104K -4,093 -13%
WP
288
WMS Partners
Maryland
$711K -$18.5K -728 -3%
TCWM
289
Total Clarity Wealth Management
Illinois
$678K +$6.49K +256 +1%
HFA
290
Highland Financial Advisors
New Jersey
$663K +$63.2K +2,493 +11%
AWMNH
291
Arcadia Wealth Management (New Hampshire)
New Hampshire
$658K +$645K +25,447 New
AAS
292
Ameritas Advisory Services
Nebraska
$633K +$29.6K +1,169 +5%
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$628K -$1.5K -59 -0.2%
VFA
294
Valeo Financial Advisors
Indiana
$628K +$16.8K +662 +3%
LFA
295
Lauterbach Financial Advisors
Texas
$615K +$35.9K +1,417 +6%
NGA
296
Naples Global Advisors
Florida
$608K
FVIM
297
Fort Vancouver Investment Management
Washington
$589K +$577K +22,750 New
VI
298
VanderPol Investments
Michigan
$585K +$23.6K +931 +4%
H
299
HoyleCohen
California
$581K -$5.32K -210 -0.9%
EC
300
Eaton-Cambridge
Arizona
$573K +$21K +830 +4%

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.