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Dimensional Emerging Core Equity Market ETF
DFAE

179 hedge funds and large institutions have $429M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 21

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

62% more capital invested

Capital invested by funds: $265M → $429M (+$163M)

18% more funds holding

Funds holding: 152 → 179 (+27)

6.47% more ownership

Funds ownership: 48.88% → 55.36% (+6.5%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.82%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
38
Increased
109
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$16.1M
2
Mariner
Mariner
Kansas
+$14.2M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$10.8M
4
OMC
Old Mission Capital
Illinois
+$8.45M
5
AC
AWM Capital
Arizona
+$8.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
AAS
Ameritas Advisory Services
Nebraska
-$2.38M
3
CWG
Crown Wealth Group
North Carolina
-$1.73M
4
WWP
Waypoint Wealth Partners
California
-$1.17M
5
BEW
Burton Enright Welch
California
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Avior Wealth Management
Nebraska
$4.46M +$781K +29,130 +21%
SHFA
27
SC&H Financial Advisors
Maryland
$4.3M +$3.14M +117,119 +250%
Jane Street
28
Jane Street
New York
$4.24M -$488K -18,186 -10%
ACWM
29
Adams Chetwood Wealth Management
North Carolina
$4.16M +$331K +12,349 +8%
HIGP
30
Hill Investment Group Partners
Missouri
$3.78M +$2.85M +106,109 +279%
ACP
31
Aveo Capital Partners
Colorado
$3.53M +$2.06M +76,978 +134%
PWA
32
Physician Wealth Advisors
Utah
$3.22M +$3.42M +127,613 New
CPIG
33
Chicago Partners Investment Group
Illinois
$3.19M +$418K +15,580 +13%
Stifel Financial
34
Stifel Financial
Missouri
$3.02M +$886K +33,052 +40%
MG
35
Mather Group
Illinois
$2.84M +$268K +9,978 +10%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.73M +$2.18M +81,135 +356%
BJL
37
Brighton Jones LLC
Washington
$2.71M +$897K +33,438 +48%
FPIS
38
Financial Planning & Information Services
Wisconsin
$2.7M +$410K +15,303 +17%
FW
39
FirstPurpose Wealth
Utah
$2.7M +$935K +34,880 +51%
MWM
40
Mission Wealth Management
California
$2.52M +$1.12M +41,885 +78%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.44M +$1.07M +40,086 +74%
RJA
42
Raymond James & Associates
Florida
$2.42M +$77K +2,873 +3%
UBS Group
43
UBS Group
Switzerland
$2.37M +$916K +34,166 +61%
BSW
44
Buckingham Strategic Wealth
Missouri
$2.37M +$1.59M +59,478 +193%
WCWM
45
Willow Creek Wealth Management
California
$2.36M +$1.37M +51,110 +132%
CA
46
CGN Advisors
Kansas
$2.31M +$1.59M +59,353 +208%
WFA
47
WMG Financial Advisors
Tennessee
$2.29M +$399K +14,874 +20%
Betterment LLC
48
Betterment LLC
New York
$2.29M +$913K +34,063 +64%
BA
49
Bridgewater Advisors
New York
$2.29M +$465K +17,351 +25%
W
50
Wealthquest
Ohio
$2.27M – – –
1
2
3 4 5

DFAE Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2022, worth a combined $429M — up 62% from $265M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFAE positions and 10 closed out — a net gain of 28 holders — while 109 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 179 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $429M of Dimensional Emerging Core Equity Market ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 38 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2022 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2022 was HighTower Advisors, an estimated $16.1M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2022.