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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
WIP
351
WealthCare Investment Partners
Rhode Island
$220K +$211K +9,251 New
FCI
352
Financial Counselors Inc
Kansas
$219K +$207K +9,068 New
RJT
353
Raymond James Trust
Florida
$209K +$198K +8,676 New
GA
354
Greenspring Advisors
Maryland
$209K +$198K +8,662 New
SWP
355
Stratos Wealth Partners
Ohio
$208K +$197K +8,622 New
PTC
356
Private Trust Company
Ohio
$207K +$60.9K +2,663 +45%
GCM
357
G2 Capital Management
Ohio
$207K +$197K +8,601 New
CAM
358
Cresset Asset Management
Illinois
$202K -$80.2K -3,510 -30%
CA
359
Clearstead Advisors
Ohio
$149K -$127K -5,570 -47%
SWM
360
Sanctuary Wealth Management
Idaho
$144K +$480 +21 +0.4%
RLIM
361
Red Lighthouse Investment Management
New York
$135K -$50.7K -2,217 -28%
BSWA
362
Bromfield Sneider Wealth Advisors
Massachusetts
$124K +$366 +16 +0.3%
MFC
363
Morris Financial Concepts
South Carolina
$119K +$23 +1 +0%
BCM
364
Blume Capital Management
California
$87.5K
SIS
365
Strategic Investment Solutions
Illinois
$75.2K -$27.8M -1,216,580 -100%
NA
366
NewEdge Advisors
Louisiana
$72.2K +$55.7K +2,435 +436%
BFEC
367
Benjamin F. Edwards & Company
Missouri
$62K +$10.6K +464 +22%
SAM
368
Smartleaf Asset Management
Massachusetts
$61K +$57.9K +2,533 New
AWM
369
Able Wealth Management
New Jersey
$54.4K +$51.6K +2,257 New
DJSG
370
D.J. St. Germain
Massachusetts
$53.9K +$51.1K +2,234 New
APC
371
Aspire Private Capital
North Carolina
$46.4K +$13K +568 +42%
BCWM
372
Bartlett & Co Wealth Management
Ohio
$44.2K +$41.9K +1,832 New
BC
373
Bartlett & Co
Ohio
$44K +$41.9K +1,832 New
GRP
374
Global Retirement Partners
California
$35.6K -$46 -2 -0.1%
GWS
375
Glassman Wealth Services
Virginia
$32.3K

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.