We are live on ! Find out more
DFAE icon

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
CPG
401
Cornerstone Planning Group
New Jersey
$2.46K
ADL
402
Asset Dedication LLC
California
$2K -$30.7K -1,344 -95%
HCP
403
Hexagon Capital Partners
Arkansas
$1.86K +$1.76K +77 New
NP
404
NorthRock Partners
Minnesota
$1.78K +$1.69K +74 New
SIC
405
Salem Investment Counselors
North Carolina
$1.64K
FSWA
406
Financial Synergies Wealth Advisors
Texas
$1.63K -$229 -10 -12%
EWA
407
EverSource Wealth Advisors
Alabama
$1.06K +$23 +1 +2%
OP
408
ORG Partners
Indiana
$814 +$754 +33 New
DFA
409
DHJJ Financial Advisors
Illinois
$741 -$4.57K -200 -87%
NRG
410
Nemes Rush Group
Michigan
$266 +$251 +11 New
AA
411
Ancora Advisors
Ohio
$241
BSB
412
Bangor Savings Bank
Maine
$169 +$160 +7 New
CFD
413
Creative Financial Designs
Indiana
$123
EW
414
Evoke Wealth
California
-$27.2M -1,205,295 Closed
3LCM
415
3D/L Capital Management
Connecticut
-$15.5M -684,953 Closed
Susquehanna International Group
416
Susquehanna International Group
Pennsylvania
-$9.55M -423,181 Closed
FIS
417
Fischer Investment Strategies
California
-$1.74M -76,900 Closed
AP
418
Americana Partners
Texas
-$834K -36,969 Closed
WWM
419
Wolff Wiese Magana
California
-$546K -24,177 Closed
AAS
420
Ameritas Advisory Services
Nebraska
-$434K -19,444 Closed
AC
421
AlphaCore Capital
California
-$425K -18,825 Closed
BFO
422
Biltmore Family Office
North Carolina
-$303K -13,409 Closed
Natixis Advisors
423
Natixis Advisors
Massachusetts
-$242K -10,707 Closed
GPA
424
Garrison Point Advisors
California
-$206K -9,129 Closed
TWD
425
True Wealth Design
Ohio
-$66.2K -2,932 Closed

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.