We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
326
Investment Advisory Group
Massachusetts
$485K +$1.62K +62 +0.4%
CTWM
327
Cherry Tree Wealth Management
Minnesota
$473K
BOSSRA
328
B.O.S.S. Retirement Advisors
Utah
$464K +$55.5K +2,128 +14%
NA
329
NewEdge Advisors
Louisiana
$463K +$42.7K +1,636 +11%
AHL
330
Abel Hall LLC
Louisiana
$462K -$522 -20 -0.1%
FWM
331
Fortress Wealth Management
California
$458K +$3.81K +146 +0.9%
BA
332
Bristlecone Advisors
Washington
$455K -$1.7K -65 -0.4%
AWM
333
Apollon Wealth Management
South Carolina
$455K -$1.51K -58 -0.3%
TCBWMS
334
Texas Capital Bank Wealth Management Services
Texas
$453K
FWP
335
Firethorn Wealth Partners
Georgia
$450K +$217K +8,335 +103%
RWM
336
Ruedi Wealth Management
Illinois
$448K -$8.87K -340 -2%
QHA
337
Quarry Hill Advisors
Minnesota
$444K
SIC
338
SJS Investment Consulting
Ohio
$439K +$261 +10 +0.1%
RK
339
Rather & Kittrell
Tennessee
$436K -$65.8K -2,525 -14%
PP
340
Prosperity Planning
Missouri
$431K -$704 -27 -0.2%
AWM
341
Ariadne Wealth Management
California
$428K +$409K +15,687 New
IA
342
IFG Advisors
Missouri
$420K -$53.5K -2,051 -12%
AA
343
Aire Advisors
California
$413K +$20.3K +778 +5%
PCM
344
Presidio Capital Management
California
$412K -$34.9K -1,340 -8%
AWA
345
Acorn Wealth Advisors
Michigan
$396K -$834 -32 -0.2%
TC
346
TownSquare Capital
Utah
$394K +$5.58K +214 +2%
DWM
347
Drive Wealth Management
Utah
$391K -$168K -6,438 -31%
Morgan Stanley
348
Morgan Stanley
New York
$389K +$158K +6,062 +75%
RJT
349
Raymond James Trust
Florida
$385K -$15.8K -607 -4%
SWP
350
Stratos Wealth Partners
Ohio
$375K +$110K +4,217 +45%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.