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Dimensional Emerging Core Equity Market ETF

359 hedge funds and large institutions have $2.39B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 213 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 79

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $1.94B → $2.39B (+$455M)

17% more funds holding in top 10

Funds holding in top 10: 3541 (+6)

4% more funds holding

Funds holding: 344359 (+15)

4.18% more ownership

Funds ownership: 76.54%80.72% (+4.2%)

Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.7%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.65%
New
33
Increased
213
Reduced
79
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
26
Ledyard National Bank
$16.9M +$248K +10,498 +1%
RIP
27
RAM Investment Partners
Washington
$16.7M +$744K +31,555 +4%
FPIS
28
Financial Planning & Information Services
Wisconsin
$16.5M +$444K +18,834 +3%
GWWM
29
Great Waters Wealth Management
Minnesota
$16.3M -$1.34M -57,010 -7%
JWA
30
JFS Wealth Advisors
Pennsylvania
$15.8M +$311K +13,173 +2%
3LCM
31
3D/L Capital Management
Connecticut
$15.5M -$420K -17,821 -3%
DPI
32
Diversified Portfolios Inc
Michigan
$15.2M +$397K +16,842 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$14.8M +$1.47M +62,494 +11%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$10.9M +461,284 +248%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$14.5M +$190K +8,048 +1%
ACP
36
Aveo Capital Partners
Colorado
$14.5M +$33.9K +1,439 +0.2%
Jane Street
37
Jane Street
New York
$13.8M -$84.1K -3,569 -0.6%
RFP
38
Root Financial Partners
California
$13.4M +$2.11M +89,512 +18%
W
39
WPWealth
Texas
$13M +$2.55M +108,353 +23%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$12.8M +$2.07M +87,701 +18%
PCIA
41
Prime Capital Investment Advisors
Kansas
$12.5M +$441K +18,712 +4%
FFS
42
Founders Financial Securities
Maryland
$12.2M +$1.04M +44,021 +9%
HI
43
Horizon Investments
North Carolina
$12M +$989K +41,947 +9%
CAM
44
CPA Asset Management
Florida
$11.9M +$1.14M +48,356 +10%
BFC
45
Bedel Financial Consulting
Indiana
$11.6M -$4.83K -205 -0%
AWM
46
Arista Wealth Management
Nevada
$11.6M +$1.58M +67,076 +15%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$11.4M +$189K +7,996 +2%
MSWMA
48
Market Street Wealth Management Advisors
Indiana
$11.3M -$2.93M -124,180 -20%
MAM
49
Marquette Asset Management
Minnesota
$10.7M +$11.1M +472,235 New
OMC
50
Old Mission Capital
Illinois
$10.5M +$2.89M +122,386 +36%

DFAE Hedge Fund Activity: Q3 2023 in Review

359 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2023, worth a combined $2.39B — up 24% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DFAE positions and 15 closed out — a net gain of 18 holders — while 213 added to existing stakes and 79 trimmed.

The largest buyer was Retirement Systems of Alabama, adding an estimated $289M. The largest seller was Forum Private Client Group, exiting entirely with an estimated $4.27M sold.

  • 359 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2023, up from 344 in Q2 2023.
  • Funds reported $2.39B of Dimensional Emerging Core Equity Market ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 33 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2023 and 15 closed out, a net change of +18 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2023 was Retirement Systems of Alabama, an estimated $289M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2023 was Forum Private Client Group, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2023.