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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

335 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 70 reducing their positions, and 10 closing their positions.

Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
5.36%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
70
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$28.2M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$24.9M
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
UBS Group
4
UBS Group
Switzerland
$64M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$13.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$43.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$63K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$696K
4
SFA
4
Sequoia Financial Advisors
Ohio
$6.35M
5
FTUS
5
Flow Traders U.S.
New York
$743K
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
26
Diversified Portfolios Inc
Michigan
$14.9M -$199K -8,651 -1%
JWA
27
JFS Wealth Advisors
Pennsylvania
$14.8M +$380K +16,503 +3%
FFS
28
Founders Financial Securities
Maryland
$14.2M +$3.14M +136,442 +28%
RIP
29
RAM Investment Partners
Washington
$14.2M +$1.27M +55,132 +10%
HI
30
Horizon Investments
North Carolina
$14M +$2.91M +126,540 +26%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$13.7M +$387K +16,793 +3%
MSWMA
32
Market Street Wealth Management Advisors
Indiana
$13.6M +$11.9M +517,441 +704%
MML Investors Services
33
MML Investors Services
Massachusetts
$12.4M +$427K +18,567 +4%
WFA
34
West Financial Advisors
Iowa
$12.2M +$2.03M +88,149 +20%
Jane Street
35
Jane Street
New York
$11.5M -$2.36M -102,421 -17%
MFT
36
Moisand Fitzgerald Tamayo
Florida
$11.1M +$267K +11,593 +2%
CAM
37
CPA Asset Management
Florida
$11.1M +$111K +4,801 +1%
PCA
38
Pallas Capital Advisors
Massachusetts
$9.97M +$288K +12,602 +3%
W
39
WPWealth
Texas
$9.91M +$1.15M +49,885 +13%
AC
40
AWM Capital
Arizona
$9.74M +$162K +7,052 +2%
RFP
41
Root Financial Partners
California
$9.66M +$9.66M +419,652 New
DI
42
DDFG Inc
California
$9.44M +$95.1K +4,130 +1%
CIAS
43
CFS Investment Advisory Services
New Jersey
$9.4M +$655K +28,436 +7%
PWA
44
Physician Wealth Advisors
Utah
$9.18M +$2.67M +115,473 +41%
CFO
45
Colony Family Offices
North Carolina
$8.62M +$699K +30,370 +9%
MG
46
Mather Group
Illinois
$8.5M +$1.03M +44,764 +14%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$8.42M +$8.42M +365,577 New
EA
48
Efficient Advisors
Ohio
$8.31M -$33.6K -1,460 -0.4%
GPWA
49
Great Point Wealth Advisors
Massachusetts
$8.06M +$369K +16,011 +5%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$8.02M -$79.1K -3,437 -1%
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