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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
PCM
326
Presidio Capital Management
California
$423K -$446K -17,585 -52%
QHA
327
Quarry Hill Advisors
Minnesota
$419K
SIC
328
SJS Investment Consulting
Ohio
$414K
PP
329
Prosperity Planning
Missouri
$408K -$33K -1,304 -8%
GSEP
330
Golden State Equity Partners
California
$406K +$398K +15,694 New
LA
331
Lifeworks Advisors
Michigan
$404K +$127K +4,995 +47%
NA
332
NewEdge Advisors
Louisiana
$395K +$242K +9,560 +168%
BOSSRA
333
B.O.S.S. Retirement Advisors
Utah
$383K +$376K +14,816 New
RJT
334
Raymond James Trust
Florida
$379K +$110K +4,341 +42%
AWA
335
Acorn Wealth Advisors
Michigan
$375K +$6.59K +260 +2%
AA
336
Aire Advisors
California
$369K +$5.14K +203 +1%
TC
337
TownSquare Capital
Utah
$366K +$11.4K +449 +3%
DWM
338
Dopkins Wealth Management
New York
$339K -$6.13K -242 -2%
CP
339
Canopy Partners
Ohio
$338K -$2.58K -102 -0.8%
SWM
340
Spire Wealth Management
Virginia
$334K -$133K -5,245 -29%
MCA
341
Maryland Capital Advisors
Maryland
$313K -$5.22K -206 -2%
LIA
342
Lynx Investment Advisory
District of Columbia
$310K +$303K +11,970 New
Truist Financial
343
Truist Financial
North Carolina
$309K +$16K +633 +6%
APG
344
Abacus Planning Group
South Carolina
$308K +$912 +36 +0.3%
PFA
345
Pinnacle Family Advisors
Missouri
$300K +$36.2K +1,427 +14%
GVAG
346
Great Valley Advisor Group
Delaware
$299K -$19.5K -771 -6%
WPC
347
Wedmont Private Capital
Pennsylvania
$298K
RW
348
REDW Wealth
New Mexico
$296K -$2.54K -100 -0.9%
PPW
349
Parcion Private Wealth
Washington
$295K +$431 +17 +0.1%
HIGP
350
Hill Investment Group Partners
Missouri
$293K -$44.3K -1,748 -13%

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.