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Dimensional Emerging Core Equity Market ETF

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Aire Advisors
California
$339K +$322K +14,075 New
PS
327
Principal Securities
Iowa
$335K +$317K +13,877 New
TC
328
TownSquare Capital
Utah
$331K +$19.6K +859 +7%
RCG
329
Resource Consulting Group
Florida
$317K +$301K +13,155 New
HF
330
HRT Financial
New York
$313K +$297K +12,995 New
BC
331
Burney Company
Virginia
$306K +$55.7K +2,435 +24%
LEFP
332
Leading Edge Financial Planning
Tennessee
$303K -$320K -13,996 -53%
GVAG
333
Great Valley Advisor Group
Delaware
$297K -$34.6K -1,513 -11%
MCA
334
Maryland Capital Advisors
Maryland
$296K +$4K +175 +1%
US Bancorp
335
US Bancorp
Minnesota
$294K -$1.28K -56 -0.5%
RW
336
REDW Wealth
New Mexico
$278K
Wealthfront Advisers
337
Wealthfront Advisers
California
$278K -$2.08K -91 -0.8%
WFA
338
Websterrogers Financial Advisors
South Carolina
$275K -$4.05K -177 -2%
Truist Financial
339
Truist Financial
North Carolina
$270K +$256K +11,184 New
WPC
340
Wedmont Private Capital
Pennsylvania
$263K
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$255K +$3.91K +171 +2%
AWA
342
Acorn Wealth Advisors
Michigan
$253K +$1.78K +78 +0.7%
CMBA
343
C.M. Bidwell & Associates
Hawaii
$247K -$71.7K -3,135 -23%
FWP
344
Firethorn Wealth Partners
Georgia
$240K -$73.3K -3,208 -24%
TLA
345
Tanglewood Legacy Advisors
Texas
$238K -$109K -4,760 -33%
PFA
346
Pinnacle Family Advisors
Missouri
$238K +$6.47K +283 +3%
MC
347
Matisse Capital
Oregon
$235K +$3.29K +144 +1%
CG
348
Caprock Group
Idaho
$233K
GP
349
Girard Partners
Pennsylvania
$221K
LWM
350
Lakeridge Wealth Management
Ohio
$220K +$209K +9,144 New

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.