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Dimensional Emerging Core Equity Market ETF

336 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, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

172% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 71

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$237M)

9% more funds holding

Funds holding: 307336 (+29)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.46% less ownership

Funds ownership: 78.83%77.37% (-1.5%)

Holders
336
Holders Change
+29
Holders Change %
+9.45%
% of All Funds
5.35%
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
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$2.92M +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 +$428K +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 +$290K +12,602 +3%
W
39
WPWealth
Texas
$9.91M +$1.15M +49,885 +13%
AC
40
AWM Capital
Arizona
$9.74M +$163K +7,052 +2%
RFP
41
Root Financial Partners
California
$9.66M +$9.67M +419,652 New
DI
42
DDFG Inc
California
$9.44M +$95.2K +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 +$2.66M +115,473 +41%
CFO
45
Colony Family Offices
North Carolina
$8.62M +$700K +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%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$8.02M -$79.2K -3,437 -1%

DFAE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAE positions and 10 closed out — a net gain of 34 holders — while 193 added to existing stakes and 71 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.5M. The largest seller was Creative Planning, cutting an estimated $40.1M.

  • 336 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2023, up from 307 in Q4 2022.
  • Funds reported $1.77B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +34 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $25.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2023 was Creative Planning, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.