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Dimensional Emerging Core Equity Market ETF

152 hedge funds and large institutions have $265M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 61 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 10

369% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 13

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

155% more capital invested

Capital invested by funds: $104M → $265M (+$161M)

69% more funds holding

Funds holding: 90152 (+62)

19.49% more ownership

Funds ownership: 29.39%48.88% (+19%)

Holders
152
Holders Change
+62
Holders Change %
+68.89%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
72
Increased
61
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
26
Collective Family Office
Pennsylvania
$2.08M -$2.14M -77,919 -51%
PWM
27
PBMares Wealth Management
Virginia
$2.04M -$1.96M -71,281 -49%
WFA
28
WMG Financial Advisors
Tennessee
$1.99M +$2M +72,709 New
DPI
29
Diversified Portfolios Inc
Michigan
$1.92M +$240K +8,747 +14%
BJL
30
Brighton Jones LLC
Washington
$1.91M +$1.66M +60,519 +650%
BA
31
Bridgewater Advisors
New York
$1.91M +$1.91M +69,728 New
FW
32
FirstPurpose Wealth
Utah
$1.86M +$1.87M +68,021 New
AFS
33
Annapolis Financial Services
Maryland
$1.76M +$1.05M +38,358 +148%
PWM
34
Perigon Wealth Management
California
$1.74M +$255K +9,302 +17%
CWG
35
Crown Wealth Group
North Carolina
$1.73M +$1.73M +63,067 New
AC
36
AWM Capital
Arizona
$1.69M +$923K +33,593 +120%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.69M +$1.69M +61,569 New
B
38
BetterWealth
California
$1.65M +$1.65M +60,146 New
ACP
39
Aveo Capital Partners
Colorado
$1.58M +$572K +20,817 +57%
UBS Group
40
UBS Group
Switzerland
$1.54M +$578K +21,050 +60%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.51M +$1.52M +55,169 New
Osaic Holdings
42
Osaic Holdings
Arizona
$1.49M +$680K +24,775 +84%
MWM
43
Mission Wealth Management
California
$1.48M +$826K +30,075 +126%
Betterment LLC
44
Betterment LLC
New York
$1.45M +$421K +15,322 +41%
PPA
45
Parametric Portfolio Associates
Washington
$1.42M +$133K +4,859 +10%
CI
46
Cordant Inc
Oregon
$1.39M +$1.4M +50,875 New
AIS
47
American Investment Services
Massachusetts
$1.31M +$306K +11,130 +30%
BA
48
Bristlecone Advisors
Washington
$1.29M -$115K -4,201 -8%
SHFA
49
SC&H Financial Advisors
Maryland
$1.28M +$1.29M +46,867 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.21M +$493K +17,958 +69%

DFAE Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2021, worth a combined $265M — up 155% from $104M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DFAE positions and 10 closed out — a net gain of 62 holders — while 61 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $16.3M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.1M sold.

  • 152 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $265M of Dimensional Emerging Core Equity Market ETF stock for Q4 2021, up 155% quarter-over-quarter.
  • 72 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2021 and 10 closed out, a net change of +62 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $16.3M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2021.