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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$13.2M +$10.1M +473,232 +365%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$12.8M +$11.7M +551,790 +1,825%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$12.7M +$11.3M +529,872 +1,107%
MWM
29
Mission Wealth Management
California
$12.7M +$8.09M +380,195 +194%
OMC
30
Old Mission Capital
Illinois
$12.5M -$10.8M -509,450 -47%
RIP
31
RAM Investment Partners
Washington
$12.4M +$12M +563,594 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$12.2M +$11.8M +555,045 New
MML Investors Services
33
MML Investors Services
Massachusetts
$11.4M +$4.28M +200,946 +63%
FFS
34
Founders Financial Securities
Maryland
$10.6M +$4.89M +229,632 +91%
HI
35
Horizon Investments
North Carolina
$10.5M +$4.82M +226,394 +89%
CAM
36
CPA Asset Management
Florida
$10.5M +$10.2M +477,256 New
MFT
37
Moisand Fitzgerald Tamayo
Florida
$10.3M +$893K +41,942 +10%
PCA
38
Pallas Capital Advisors
Massachusetts
$10.2M +$343K +16,124 +4%
WFA
39
West Financial Advisors
Iowa
$9.68M -$4.91M -230,601 -34%
AC
40
AWM Capital
Arizona
$9.13M -$41.6K -1,955 -0.5%
DI
41
DDFG Inc
California
$8.91M +$8.64M +405,806 New
W
42
WPWealth
Texas
$8.35M +$8.1M +380,610 New
CIAS
43
CFS Investment Advisory Services
New Jersey
$8.34M -$3.15M -148,242 -28%
CWR
44
Chico Wealth RIA
California
$8.21M +$343K +16,140 +5%
EA
45
Efficient Advisors
Ohio
$7.96M +$7.71M +362,514 New
JMPWA
46
JP Morgan Private Wealth Advisors
California
$7.73M +$6.88M +323,305 +1,128%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.72M +$220K +10,342 +3%
CFO
48
Colony Family Offices
North Carolina
$7.56M +$2.21M +103,996 +43%
BHWM
49
Beaird Harris Wealth Management
Texas
$7.54M +$2.1M +98,822 +40%
GPWA
50
Great Point Wealth Advisors
Massachusetts
$7.34M +$61.8K +2,904 +0.9%

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.