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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
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$291K +$31.1K +1,226 +12%
WFA
352
Websterrogers Financial Advisors
South Carolina
$291K -$3.95K -156 -1%
DADC
353
D.A. Davidson & Co
Montana
$287K -$44.9K -1,772 -14%
GCM
354
G2 Capital Management
Ohio
$275K +$34.9K +1,375 +15%
MFGM
355
Marshall Financial Group (Maryland)
Maryland
$266K -$98K -3,868 -27%
EWA
356
Elevate Wealth Advisory
Georgia
$266K -$52.9K -2,089 -17%
CG
357
Caprock Group
Idaho
$258K +$7.5K +296 +3%
PCM
358
Parsons Capital Management
Rhode Island
$257K -$163K -6,438 -39%
TLA
359
Tanglewood Legacy Advisors
Texas
$255K
MC
360
Matisse Capital
Oregon
$255K
WFA
361
WMG Financial Advisors
Tennessee
$255K -$219K -8,625 -47%
LEFP
362
Leading Edge Financial Planning
Tennessee
$249K -$8.59K -339 -3%
MF
363
Montis Financial
Massachusetts
$247K +$242K +9,559 New
SWP
364
Stratos Wealth Partners
Ohio
$244K +$21K +828 +10%
CMBA
365
C.M. Bidwell & Associates
Hawaii
$244K -$11.6K -459 -5%
VPWA
366
Vestia Personal Wealth Advisors
Indiana
$244K +$239K +9,432 New
IA
367
IFG Advisory
Georgia
$244K +$239K +9,418 New
Bank of New York Mellon
368
Bank of New York Mellon
New York
$225K -$546K -21,537 -71%
GA
369
Greenspring Advisors
Maryland
$224K
PCM
370
Passive Capital Management
Maryland
$214K +$988 +39 +0.5%
Morgan Stanley
371
Morgan Stanley
New York
$210K +$1.88K +74 +0.9%
FWP
372
Firethorn Wealth Partners
Georgia
$209K +$205K +8,083 New
MSFS
373
Main Street Financial Solutions
Pennsylvania
$208K +$204K +8,042 New
BC
374
Burney Company
Virginia
$206K -$37.5K -1,481 -16%
WN
375
Williams & Novak
California
$206K +$202K +7,952 New

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.