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Dimensional Emerging Core Equity Market ETF

90 hedge funds and large institutions have $104M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 4

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $85.9M → $104M (+$18.2M)

15% more funds holding

Funds holding: 7890 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 31.45%29.39% (-2.1%)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
60
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Mather Group
Illinois
$1.14M +$937K +33,205 +379%
SSC
27
Syverson Strege & Co
Iowa
$1.05M +$64.3K +2,280 +6%
Betterment LLC
28
Betterment LLC
New York
$1.03M +$1.07M +37,762 New
AIS
29
American Investment Services
Massachusetts
$1M +$187K +6,644 +22%
ACP
30
Aveo Capital Partners
Colorado
$1M +$805K +28,517 +345%
UBS Group
31
UBS Group
Switzerland
$959K +$542K +19,206 +120%
HIGP
32
Hill Investment Group Partners
Missouri
$939K +$310K +10,992 +47%
AA
33
Advisory Alpha
Michigan
$909K +$75.1K +2,660 +9%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$839K
CW
35
CreativeOne Wealth
Kansas
$824K +$6.46K +229 +0.8%
Osaic Holdings
36
Osaic Holdings
Arizona
$809K +$749K +26,548 +855%
AC
37
AWM Capital
Arizona
$774K +$791K +28,020 New
WP
38
WealthSource Partners
California
$771K +$561K +19,868 +236%
AF
39
Advisornet Financial
Minnesota
$752K -$250K -8,844 -24%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$713K +$418K +14,797 +130%
AFS
41
Annapolis Financial Services
Maryland
$707K +$399K +14,155 +120%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$703K +$124K +4,405 +21%
CA
43
CGN Advisors
Kansas
$683K +$80.5K +2,852 +13%
MWM
44
Mission Wealth Management
California
$652K +$675K +23,928 New
DADC
45
D.A. Davidson & Co
Montana
$628K +$206K +7,300 +46%
FNBSF
46
First National Bank Sioux Falls
South Dakota
$594K +$224K +7,948 +57%
BC
47
Burney Company
Virginia
$583K +$24.2K +856 +4%
OPS
48
Orion Portfolio Solutions
Nebraska
$577K +$67K +2,373 +13%
BAM
49
Baldrige Asset Management
Pennsylvania
$541K +$192K +6,799 +52%
CIAS
50
Capital Investment Advisory Services
North Carolina
$519K +$160K +5,674 +42%

DFAE Hedge Fund Activity: Q3 2021 in Review

90 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2021, worth a combined $104M — up 21% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFAE positions and 7 closed out — a net gain of 15 holders — while 60 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $2.61M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.22M sold.

  • 90 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2021, up from 78 in Q2 2021.
  • Funds reported $104M of Dimensional Emerging Core Equity Market ETF stock for Q3 2021, up 21% quarter-over-quarter.
  • 22 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2021 and 7 closed out, a net change of +15 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2021 was Old Mission Capital, an estimated $2.61M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2021.