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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

431 hedge funds and large institutions have $3.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 230 increasing their positions, 125 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
6.27%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
41
Increased
230
Reduced
125
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
$89.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
FMI
Factory Mutual Insurance
Massachusetts
$35.1M
4
EWA
EP Wealth Advisors
California
$31.4M
5
CA
Clearstead Advisors
Ohio
$13.2M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Jane Street
Jane Street
New York
$14.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
351
G2 Capital Management
Ohio
$275K +$35.6K +1,375 +15%
MFGM
352
Marshall Financial Group (Maryland)
Maryland
$266K -$100K -3,868 -27%
EWA
353
Elevate Wealth Advisory
Georgia
$266K -$54K -2,089 -17%
CG
354
Caprock Group
Idaho
$258K +$7.66K +296 +3%
PCM
355
Parsons Capital Management
Rhode Island
$257K -$167K -6,438 -39%
TLA
356
Tanglewood Legacy Advisors
Texas
$255K – – –
MC
357
Matisse Capital
Oregon
$255K – – –
WFA
358
WMG Financial Advisors
Tennessee
$255K -$223K -8,625 -47%
LEFP
359
Leading Edge Financial Planning
Tennessee
$249K -$8.77K -339 -3%
MF
360
Montis Financial
Massachusetts
$247K +$247K +9,559 New
SWP
361
Stratos Wealth Partners
Ohio
$244K +$21.4K +828 +10%
CMBA
362
C.M. Bidwell & Associates
Hawaii
$244K -$11.9K -459 -5%
VPWA
363
Vestia Personal Wealth Advisors
Indiana
$244K +$244K +9,432 New
IA
364
IFG Advisory
Georgia
$244K +$244K +9,418 New
Bank of New York Mellon
365
Bank of New York Mellon
New York
$225K -$557K -21,537 -71%
GA
366
Greenspring Advisors
Maryland
$224K – – –
PCM
367
Passive Capital Management
Maryland
$214K +$1.01K +39 +0.5%
Morgan Stanley
368
Morgan Stanley
New York
$210K +$1.92K +74 +0.9%
FWP
369
Firethorn Wealth Partners
Georgia
$209K +$209K +8,083 New
MSFS
370
Main Street Financial Solutions
Pennsylvania
$208K +$208K +8,042 New
BC
371
Burney Company
Virginia
$206K -$38.3K -1,481 -16%
WN
372
Williams & Novak
California
$206K +$206K +7,952 New
Janney Montgomery Scott
373
Janney Montgomery Scott
Pennsylvania
$205K +$205K +7,930 New
GPA
374
Garrison Point Advisors
California
$205K +$205K +7,905 New
GLA
375
Good Life Advisors
Pennsylvania
$203K +$203K +7,835 New
13 14
15
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