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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
26
Great Point Wealth Advisors
Massachusetts
$6.66M +$1.49M +66,203 +25%
AP
27
Adero Partners
California
$6.38M +$4.8M +212,756 +191%
MML Investors Services
28
MML Investors Services
Massachusetts
$6.37M +$799K +35,396 +13%
SPA
29
Shore Point Advisors
New Jersey
$6.02M +$456K +20,205 +7%
BSW
30
Buckingham Strategic Wealth
Missouri
$5.56M +$1.54M +68,135 +33%
PCM
31
Perritt Capital Management
Illinois
$5.54M +$487K +21,560 +8%
MG
32
Mather Group
Illinois
$5.39M +$2.77M +122,663 +84%
UBS Group
33
UBS Group
Switzerland
$5.25M +$3.57M +158,245 +153%
DPI
34
Diversified Portfolios Inc
Michigan
$5.25M +$3.41M +151,143 +137%
CPIG
35
Chicago Partners Investment Group
Illinois
$5.1M +$1.52M +67,173 +38%
HI
36
Horizon Investments
North Carolina
$5.09M +$1.11M +49,207 +24%
DY
37
Dowling & Yahnke
California
$5.08M +$5.25M +232,486 +1,129%
FFS
38
Founders Financial Securities
Maryland
$5.08M +$1.08M +47,691 +23%
RRC
39
Relaxing Retirement Coach
Massachusetts
$5.05M -$3.37M -149,455 -37%
PS
40
Portfolio Solutions
Michigan
$5.02M +$1.93M +85,397 +52%
BHWM
41
Beaird Harris Wealth Management
Texas
$4.92M +$4.07M +180,381 +280%
CFO
42
Colony Family Offices
North Carolina
$4.83M +$4.04M +179,239 +294%
Osaic Holdings
43
Osaic Holdings
Arizona
$4.65M +$1.13M +49,938 +28%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$4.57M +$1.44M +63,613 +39%
PWA
45
Physician Wealth Advisors
Utah
$4.21M +$1.1M +48,892 +32%
AF
46
Allworth Financial
California
$4.16M -$114K -5,040 -2%
AWM
47
Avior Wealth Management
Nebraska
$4.12M +$531K +23,510 +13%
MHB
48
Midwest Heritage Bank
Iowa
$4.09M -$881K -39,061 -16%
MWM
49
Mission Wealth Management
California
$3.94M +$627K +27,801 +17%
ECM
50
Evergreen Capital Management
Washington
$3.74M +$2.63M +116,700 +168%

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.