Dimensional Emerging Core Equity Market ETF
DFAE
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.
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: 13 → 33 (+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: 231 → 307 (+76)
4.05% more ownership
Funds ownership: 74.78% → 78.83% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$77.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$35.8M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$19.3M |
| 4 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.9M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$45.9M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$30.5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$10.8M |
| 5 |
WFA
West Financial Advisors
Des Moines,
Iowa
|
-$4.91M |
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.