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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
PB
376
Pinnacle Bancorp
Nebraska
$30K
ASN
377
Advisory Services Network
Georgia
$29.8K +$28.3K +1,237 New
HIA
378
Harbor Investment Advisory
Maryland
$26K
EBA
379
Eagle Bay Advisors
New York
$26K +$24.6K +1,078 New
First Manhattan
380
First Manhattan
New York
$22.5K
WTA
381
Washington Trust Advisors
Massachusetts
$21.1K +$640 +28 +3%
HCA
382
Heck Capital Advisors
Wisconsin
$19.5K
NSG
383
Nalls Sherbakoff Group
Tennessee
$19.4K -$16.4K -718 -47%
GWM
384
Geneos Wealth Management
Colorado
$17.6K +$16.7K +730 New
OLVIG
385
Oliver Lagore Vanvalin Investment Group
Michigan
$12.3K +$3.47K +152 +42%
RIM
386
Rockbridge Investment Management
New York
$8.8K +$8.34K +365 New
Kayne Anderson Rudnick Investment Management
387
Kayne Anderson Rudnick Investment Management
California
$8.76K
FFA
388
Frazier Financial Advisors
Ohio
$8.33K +$7.89K +345 New
FCG
389
Financial Connections Group
California
$8K
PFBT
390
Parkside Financial Bank & Trust
Missouri
$7.86K
LF
391
Lee Financial
Texas
$7.81K
GWSG
392
GPS Wealth Strategies Group
Colorado
$6.53K +$6.19K +271 New
PA
393
Parallel Advisors
California
$6.34K +$6.01K +263 New
HGERS
394
Householder Group Estate & Retirement Specialist
Arizona
$6K +$823 +36 +15%
VAMG
395
Voisard Asset Management Group
Michigan
$5.16K +$4.89K +214 New
ME
396
McIlrath & Eck
Washington
$4.92K
TAM
397
Tucker Asset Management
Colorado
$4.65K
OCM
398
Orion Capital Management
California
$4.25K
CP
399
Castleview Partners
Texas
$4.14K -$113K -4,930 -97%
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
$4K -$274 -12 -7%

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.