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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

411 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+53
Holders Change %
+14.8%
% of All Funds
6.03%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
79
Increased
189
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TLFA
1
True Link Financial Advisors
California
$33.2M
2
PO
2
Private Ocean
California
$43.6M
3
FIM
3
Freedom Investment Management
Connecticut
$16.1M
4
UBS Group
4
UBS Group
Switzerland
$120M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.4M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$75.2K
2
EW
2
Evoke Wealth
California
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$4.45M
5
FTUS
5
Flow Traders U.S.
New York
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIP
26
RAM Investment Partners
Washington
$18.3M +$373K +15,485 +2%
RFP
27
Root Financial Partners
California
$18.1M +$3.76M +155,866 +26%
LNB
28
Ledyard National Bank
$18M -$37.2K -1,543 -0.2%
PCIA
29
Prime Capital Investment Advisors
Kansas
$17.8M +$4.49M +186,322 +34%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$17.5M +$2.05M +84,903 +13%
ACP
31
Aveo Capital Partners
Colorado
$16.9M +$1.43M +59,258 +9%
MSWMA
32
Market Street Wealth Management Advisors
Indiana
$16.6M +$4.6M +190,990 +38%
JWA
33
JFS Wealth Advisors
Pennsylvania
$16.3M -$577K -23,925 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$16.2M +$619K +25,660 +4%
GWWM
35
Great Waters Wealth Management
Minnesota
$16.2M -$1.14M -48,113 -7%
FIM
36
Freedom Investment Management
Connecticut
$16.1M +$16.1M +667,358 New
DPI
37
Diversified Portfolios Inc
Michigan
$16.1M -$135K -5,591 -0.8%
W
38
WPWealth
Texas
$15.7M +$1.78M +73,907 +13%
MAM
39
Marquette Asset Management
Minnesota
$15.5M +$4.09M +169,547 +36%
CAM
40
CPA Asset Management
Florida
$15M +$2.26M +93,780 +18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$14.9M +$1.19M +49,368 +9%
FFS
42
Founders Financial Securities
Maryland
$13.8M +$787K +32,651 +6%
HI
43
Horizon Investments
North Carolina
$13.6M +$781K +32,377 +6%
Jane Street
44
Jane Street
New York
$13.5M -$1.23M -51,211 -8%
LSIA
45
LaSalle St. Investment Advisors
Illinois
$12.9M -$1.42M -5,881 -10%
BFC
46
Bedel Financial Consulting
Indiana
$12.8M +$377K +15,630 +3%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$12.8M +$618K +25,645 +5%
AWM
48
Arista Wealth Management
Nevada
$11.8M -$610K -25,282 -5%
PCA
49
Pallas Capital Advisors
Massachusetts
$11.8M +$178K +7,403 +2%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$11.6M +$618K +25,641 +6%
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