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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
EA
426
Evolution Advisers
Virginia
$2K +$2.66K +105 New
EWA
427
EverSource Wealth Advisors
Alabama
$1.54K
DFA
428
DHJJ Financial Advisors
Illinois
$795
KPP
429
Kings Path Partners
Texas
$750 +$735 +29 New
PFM
430
Phillips Financial Management
Indiana
$543 +$532 +21 New
AA
431
Ancora Advisors
Ohio
$259
CFD
432
Creative Financial Designs
Indiana
$133
BIA
433
Bell Investment Advisors
California
$52 +$51 +2 New
EW
434
Evoke Wealth
California
-$29.8M -1,207,416 Closed
Balyasny Asset Management
435
Balyasny Asset Management
Illinois
-$13.5M -548,062 Closed
OMC
436
Old Mission Capital
Illinois
-$11.1M -449,926 Closed
RVPG
437
Relative Value Partners Group
-$4.43M -190,929 Closed
FAIM
438
Financial Advocates Investment Management
Washington
-$974K -39,386 Closed
SWM
439
Soundmark Wealth Management
Washington
-$952K -38,531 Closed
DP
440
DDD Partners
Washington
-$786K -31,811 Closed
LWM
441
Lakeridge Wealth Management
Ohio
-$203K -8,209 Closed
FSWA
442
Financial Synergies Wealth Advisors
Texas
-$93K -3,762 Closed
DJSG
443
D.J. St. Germain
Massachusetts
-$55.2K -2,234 Closed
PA
444
Parallel Advisors
California
-$25K -1,013 Closed
First Manhattan
445
First Manhattan
New York
-$23K -932 Closed
JFA
446
JNBA Financial Advisors
Minnesota
-$5.32K -215 Closed
KSWA
447
Kathleen S. Wright Associates
Pennsylvania
-$4.2K -170 Closed
NP
448
NorthRock Partners
Minnesota
-$1.83K -74 Closed

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.