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Dimensional Emerging Core Equity Market ETF
DFAE

412 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 234 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 115

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.78B → $3.02B (+$244M)

5% more funds holding in top 10

Funds holding in top 10: 43 → 45 (+2)

0% less funds holding

Funds holding: 413 → 412 (-1)

0.45% less ownership

Funds ownership: 81.2% → 80.75% (-0.45%)

Holders
412
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.93%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
27
Increased
234
Reduced
115
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
+$28.9M
2
Jane Street
Jane Street
New York
+$23.5M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$13.1M
4
Bank of America
Bank of America
North Carolina
+$11.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.47M
3
MA
Mutual Advisors
Nebraska
-$7.3M
4
AWM
Arista Wealth Management
Nevada
-$7.24M
5
VWA
Valued Wealth Advisors
Utah
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
301
USAdvisors Wealth Management
Minnesota
$500K +$29.5K +1,229 +6%
Comerica Bank
302
Comerica Bank
Texas
$486K +$56.8K +2,368 +14%
EF
303
Exeter Financial
Arizona
$480K +$15.4K +641 +3%
Financial Engines Advisors
304
Financial Engines Advisors
California
$473K -$78.6K -3,279 -15%
DFC
305
DBK Financial Counsel
Ohio
$470K +$50.8K +2,120 +13%
IAG
306
Investment Advisory Group
Massachusetts
$467K -$102K -4,274 -18%
Wealthfront Advisers
307
Wealthfront Advisers
California
$464K +$174K +7,271 +63%
WFA
308
WMG Financial Advisors
Tennessee
$457K -$40.5K -1,690 -8%
SWM
309
Spire Wealth Management
Virginia
$449K +$22.1K +920 +5%
RK
310
Rather & Kittrell
Tennessee
$446K -$62.8K -2,620 -13%
IA
311
IFG Advisors
Missouri
$440K +$1.51K +63 +0.4%
PP
312
Prosperity Planning
Missouri
$422K -$479 -20 -0.1%
AHL
313
Abel Hall LLC
Louisiana
$417K +$959 +40 +0.2%
RWM
314
Ruedi Wealth Management
Illinois
$415K +$3.91K +163 +1%
EIA
315
Eastover Investment Advisors
North Carolina
$414K – – –
CTWM
316
Cherry Tree Wealth Management
Minnesota
$409K -$19.1K -797 -5%
TCBWMS
317
Texas Capital Bank Wealth Management Services
Texas
$409K +$396K +16,532 New
FWM
318
Fortress Wealth Management
California
$407K +$455 +19 +0.1%
PCM
319
Parsons Capital Management
Rhode Island
$405K -$77K -3,213 -16%
QHA
320
Quarry Hill Advisors
Minnesota
$400K – – –
SIC
321
SJS Investment Consulting
Ohio
$396K – – –
AWA
322
Acorn Wealth Advisors
Michigan
$352K +$89.7K +3,744 +36%
MFGM
323
Marshall Financial Group (Maryland)
Maryland
$350K -$232K -9,670 -41%
AA
324
Aire Advisors
California
$348K – – –
FG
325
Foster Group
Iowa
$343K +$333K +13,876 New
11 12
13
14 15

DFAE Hedge Fund Activity: Q1 2024 in Review

412 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2024, worth a combined $3.02B — up 8.8% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFAE positions and 21 closed out — a net gain of 6 holders — while 234 added to existing stakes and 115 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $28.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.5M.

  • 412 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2024, down from 413 in Q4 2023.
  • Funds reported $3.02B of Dimensional Emerging Core Equity Market ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 27 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2024 and 21 closed out, a net change of +6 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2024 was Evoke Wealth, an estimated $28.9M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.