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Dimensional Emerging Core Equity Market ETF

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179218 (+39)

13.71% more ownership

Funds ownership: 55.36%69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
26
Great Point Wealth Advisors
Massachusetts
$6.14M +$1.81M +73,969 +39%
LNB
27
Ledyard National Bank
$6.02M +$6.37M +259,973 New
PCM
28
Perritt Capital Management
Illinois
$5.89M +$6.23M +254,452 New
SHFA
29
SC&H Financial Advisors
Maryland
$5.62M +$1.93M +78,748 +48%
MHB
30
Midwest Heritage Bank
Iowa
$5.62M +$165K +6,746 +3%
CWR
31
Chico Wealth RIA
California
$5.59M -$692K -28,277 -10%
AF
32
Allworth Financial
California
$4.91M +$4.79M +195,704 +1,189%
BSW
33
Buckingham Strategic Wealth
Missouri
$4.83M +$2.89M +118,158 +131%
FFS
34
Founders Financial Securities
Maryland
$4.75M +$5.02M +205,052 New
HI
35
Horizon Investments
North Carolina
$4.73M +$5M +204,391 New
Osaic Holdings
36
Osaic Holdings
Arizona
$4.2M +$2.13M +86,918 +92%
AWM
37
Avior Wealth Management
Nebraska
$4.2M +$281K +11,484 +7%
W
38
Wealthquest
Ohio
$4.12M +$2.32M +94,817 +114%
CPIG
39
Chicago Partners Investment Group
Illinois
$4.1M +$1.04M +42,552 +31%
MWM
40
Mission Wealth Management
California
$3.9M +$1.77M +72,449 +76%
PS
41
Portfolio Solutions
Michigan
$3.81M +$2.6M +106,070 +182%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$3.79M +$1.46M +59,829 +58%
WP
43
WealthSource Partners
California
$3.74M +$2.87M +117,172 +264%
PWA
44
Physician Wealth Advisors
Utah
$3.46M +$577K +23,547 +18%
MG
45
Mather Group
Illinois
$3.38M +$924K +37,740 +35%
BJL
46
Brighton Jones LLC
Washington
$3.36M +$1.02M +41,850 +41%
PWM
47
PBMares Wealth Management
Virginia
$3.18M -$1.48M -60,502 -31%
CL
48
CPWM LLC
Washington
$3.17M +$2.87M +117,217 +602%
LFG
49
Larson Financial Group
Missouri
$3.12M +$1.67M +68,269 +103%
WCWM
50
Willow Creek Wealth Management
California
$2.97M +$941K +38,412 +43%

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.