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Dimensional Emerging Core Equity Market ETF
DFAE

55 hedge funds and large institutions have $52.3M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 13 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 3

189% more funds holding

Funds holding: 19 → 55 (+36)

26% more capital invested

Capital invested by funds: $41.7M → $52.3M (+$10.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

46.79% less ownership

Funds ownership: 77.83% → 31.04% (-47%)

Holders
55
Holders Change
+36
Holders Change %
+189.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
13
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
+$6.51M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.26M
3
FTUS
Flow Traders U.S.
New York
+$2.24M
4
PWM
PBMares Wealth Management
Virginia
+$2.11M
5
AF
Allworth Financial
California
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
W
WealthStone
Ohio
-$9.88M
2
CFGF
Compass Financial Group (Florida)
Florida
-$6.75M
3
Jane Street
Jane Street
New York
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
26
Versant Capital Management
Arizona
$402K +$407K +14,334 New
CA
27
CGN Advisors
Kansas
$287K +$290K +10,213 New
AC
28
Applied Capital
Arkansas
$279K +$282K +9,922 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$276K +$280K +9,839 New
BA
30
Bristlecone Advisors
Washington
$272K +$276K +9,695 New
FNBSF
31
First National Bank Sioux Falls
South Dakota
$249K +$253K +8,885 New
SG
32
Stonnington Group
California
$247K +$252K +8,850 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$224K – – –
CIAS
34
Capital Investment Advisory Services
North Carolina
$223K +$226K +7,938 New
BFA
35
Beacon Financial Advisory
Ohio
$219K +$222K +7,805 New
CL
36
CPWM LLC
Washington
$213K +$216K +7,587 New
PCM
37
Parsons Capital Management
Rhode Island
$209K +$211K +7,433 New
AFS
38
Annapolis Financial Services
Maryland
$170K +$172K +6,066 New
TIM
39
Tortoise Investment Management
New York
$157K +$106K +3,730 +200%
SFP
40
Sterling Financial Planning
New Jersey
$133K +$131K +4,625 +4,167%
TWA
41
TCI Wealth Advisors
Arizona
$98K +$42.6K +1,500 +75%
CL
42
COWA LLC
Oklahoma
$41K +$41.9K +1,475 New
IA
43
IFP Advisors
Florida
$39K +$36.8K +1,296 +1,211%
SWM
44
Spire Wealth Management
Virginia
$35K +$35.5K +1,250 New
SSC
45
Syverson Strege & Co
Iowa
$31K +$31.8K +1,119 New
CMBA
46
C.M. Bidwell & Associates
Hawaii
$25K +$10.3K +362 +70%
Osaic Holdings
47
Osaic Holdings
Arizona
$22K +$21.9K +772 New
IF
48
Ironwood Financial
Arizona
$15K +$14.9K +523 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$12K +$12.1K +427 New
GAM
50
Gemmer Asset Management
California
$11K – – –
1
2
3

DFAE Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2021, worth a combined $52.3M — up 26% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFAE positions and 3 closed out — a net gain of 36 holders — while 13 added to existing stakes and 0 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $6.51M. The largest seller was WealthStone, exiting entirely with an estimated $9.88M sold.

  • 55 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $52.3M of Dimensional Emerging Core Equity Market ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 39 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2021 and 3 closed out, a net change of +36 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2021 was Evoke Wealth, an estimated $6.51M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2021 was WealthStone, an estimated $9.88M sold.

Based on aggregated 13F filings for Q1 2021.