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Dimensional Emerging Core Equity Market ETF
DFAE

78 hedge funds and large institutions have $85.9M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 3

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

64% more capital invested

Capital invested by funds: $52.3M → $85.9M (+$33.5M)

42% more funds holding

Funds holding: 55 → 78 (+23)

0.41% more ownership

Funds ownership: 31.04% → 31.45% (+0.41%)

Holders
78
Holders Change
+23
Holders Change %
+41.82%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
41
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$6.24M
2
OCM
Oakwood Capital Management
California
+$1.97M
3
RJA
Raymond James & Associates
Florida
+$1.78M
4
CFO
Collective Family Office
Pennsylvania
+$1.22M
5
SSC
Syverson Strege & Co
Iowa
+$1.02M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$980K
2
BFA
Beacon Financial Advisory
Ohio
-$219K
3
FTUS
Flow Traders U.S.
New York
-$118K
4
AF
Allworth Financial
California
-$50.4K
5
CL
COWA LLC
Oklahoma
-$41K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$889K +$9.73K +335 +1%
PFA
27
Pinnacle Family Advisors
Missouri
$725K +$710K +24,462 New
OMC
28
Old Mission Capital
Illinois
$695K +$681K +23,461 New
HIGP
29
Hill Investment Group Partners
Missouri
$695K +$681K +23,454 New
Stifel Financial
30
Stifel Financial
Missouri
$690K +$676K +23,301 New
CA
31
CGN Advisors
Kansas
$658K +$348K +11,992 +117%
BA
32
Bristlecone Advisors
Washington
$651K +$357K +12,290 +127%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$633K +$165K +5,669 +36%
BC
34
Burney Company
Virginia
$609K – – –
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$593K – – –
CFO
36
CVA Family Office
Colorado
$581K +$2.32K +80 +0.4%
OPS
37
Orion Portfolio Solutions
Nebraska
$557K +$546K +18,811 New
UBS Group
38
UBS Group
Switzerland
$473K +$464K +15,971 New
DADC
39
D.A. Davidson & Co
Montana
$467K +$457K +15,750 New
AC
40
Applied Capital
Arkansas
$454K +$157K +5,408 +55%
VCM
41
Versant Capital Management
Arizona
$425K +$58 +2 +0%
FNBSF
42
First National Bank Sioux Falls
South Dakota
$410K +$144K +4,950 +56%
PO
43
Private Ocean
California
$407K +$389K +13,391 +3,689%
CIAS
44
Capital Investment Advisory Services
North Carolina
$396K +$158K +5,431 +68%
BAM
45
Baldrige Asset Management
Pennsylvania
$387K +$379K +13,056 New
AFS
46
Annapolis Financial Services
Maryland
$350K +$167K +5,735 +95%
CMBA
47
C.M. Bidwell & Associates
Hawaii
$348K +$315K +10,857 +1,238%
FHC
48
Fort Henry Capital
West Virginia
$339K +$332K +11,433 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$337K +$330K +11,371 New
TIM
50
Tortoise Investment Management
New York
$336K +$167K +5,755 +103%
1
2
3 4

DFAE Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2021, worth a combined $85.9M — up 64% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAE positions and 3 closed out — a net gain of 23 holders — while 41 added to existing stakes and 3 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $6.24M. The largest seller was Citadel Advisors, cutting an estimated $980K.

  • 78 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2021, up from 55 in Q1 2021.
  • Funds reported $85.9M of Dimensional Emerging Core Equity Market ETF stock for Q2 2021, up 64% quarter-over-quarter.
  • 26 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2021 and 3 closed out, a net change of +23 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2021 was Evoke Wealth, an estimated $6.24M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2021 was Citadel Advisors, an estimated $980K sold.

Based on aggregated 13F filings for Q2 2021.