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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

358 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, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+15
Holders Change %
+4.37%
% of All Funds
5.71%
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
78
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Retirement Systems of Alabama
1
Retirement Systems of Alabama
Alabama
$286M
2
CCA
2
Catalyst Capital Advisors
New York
$32.5M
3
MRC
3
Millburn Ridgefield Corp
New York
$32.5M
4
SIS
4
Strategic Investment Solutions
Illinois
$28.9M
5
UBS Group
5
UBS Group
Switzerland
$99.9M

Top Sellers

1
FPCG
1
Forum Private Client Group
Indiana
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$11.3M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$2.19M
5
PGF
5
Plan Group Financial
Oklahoma
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
26
Ledyard National Bank
$16.9M +$237K +10,498 +1%
RIP
27
RAM Investment Partners
Washington
$16.7M +$712K +31,555 +4%
FPIS
28
Financial Planning & Information Services
Wisconsin
$16.5M +$425K +18,834 +3%
GWWM
29
Great Waters Wealth Management
Minnesota
$16.3M -$1.28M -57,010 -7%
JWA
30
JFS Wealth Advisors
Pennsylvania
$15.8M +$297K +13,173 +2%
3LCM
31
3D/L Capital Management
Connecticut
$15.5M -$402K -17,821 -3%
DPI
32
Diversified Portfolios Inc
Michigan
$15.2M +$380K +16,842 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$14.8M +$1.41M +62,494 +11%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$10.4M +461,284 +248%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$14.5M +$182K +8,048 +1%
ACP
36
Aveo Capital Partners
Colorado
$14.5M +$32.5K +1,439 +0.2%
Jane Street
37
Jane Street
New York
$13.8M -$80.6K -3,569 -0.6%
RFP
38
Root Financial Partners
California
$13.4M +$2.02M +89,512 +18%
W
39
WPWealth
Texas
$13M +$2.45M +108,353 +23%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$12.8M +$1.98M +87,701 +18%
PCIA
41
Prime Capital Investment Advisors
Kansas
$12.5M +$422K +18,712 +4%
FFS
42
Founders Financial Securities
Maryland
$12.2M +$994K +44,021 +9%
HI
43
Horizon Investments
North Carolina
$12M +$947K +41,947 +9%
CAM
44
CPA Asset Management
Florida
$11.9M +$1.09M +48,356 +10%
BFC
45
Bedel Financial Consulting
Indiana
$11.6M -$4.63K -205 -0%
AWM
46
Arista Wealth Management
Nevada
$11.6M +$1.51M +67,076 +15%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$11.4M +$180K +7,996 +2%
MSWMA
48
Market Street Wealth Management Advisors
Indiana
$11.3M -$2.8M -124,180 -20%
MAM
49
Marquette Asset Management
Minnesota
$10.7M +$10.7M +472,235 New
OMC
50
Old Mission Capital
Illinois
$10.5M +$2.76M +122,386 +36%
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