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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

410 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 233 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.94%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
27
Increased
233
Reduced
114
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
1
Evoke Wealth
California
$29.8M
2
Jane Street
2
Jane Street
New York
$38M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$24.7M
4
Bank of America
4
Bank of America
North Carolina
$96.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.55M
3
MA
3
Mutual Advisors
Nebraska
$721K
4
AWM
4
Arista Wealth Management
Nevada
$4.64M
5
VWA
5
Valued Wealth Advisors
Utah
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$23.6M +$1.27M +51,233 +6%
RFP
27
Root Financial Partners
California
$22.1M +$3.54M +143,010 +19%
WFA
28
West Financial Advisors
Iowa
$21.6M +$334K +13,492 +2%
PCIA
29
Prime Capital Investment Advisors
Kansas
$21.3M +$3.05M +123,437 +17%
FPIS
30
Financial Planning & Information Services
Wisconsin
$20.5M +$126K +5,116 +0.6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$20.3M +$2.35M +95,199 +13%
RIP
32
RAM Investment Partners
Washington
$20M +$1.26M +50,778 +7%
LNB
33
Ledyard National Bank
$19.2M +$680K +27,499 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$18.6M -$12.9M -523,543 -41%
ACP
35
Aveo Capital Partners
Colorado
$18.6M +$680K +26,614 +4%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$18.4M +$1.35M +54,533 +8%
W
37
WPWealth
Texas
$17.7M +$1.61M +65,128 +10%
DPI
38
Diversified Portfolios Inc
Michigan
$16.6M +$66.6K +2,694 +0.4%
FIM
39
Freedom Investment Management
Connecticut
$16.4M -$145K -5,852 -0.9%
JWA
40
JFS Wealth Advisors
Pennsylvania
$16.3M -$396K -16,003 -2%
MAM
41
Marquette Asset Management
Minnesota
$16M +$141K +5,722 +0.9%
GWWM
42
Great Waters Wealth Management
Minnesota
$15.4M -$1.44M -58,276 -9%
CAM
43
CPA Asset Management
Florida
$15.3M -$60K -2,427 -0.4%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$13.8M +$699K +28,264 +5%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$13.5M +$8.46M +342,229 +166%
PWM
46
Perigon Wealth Management
California
$13.4M +$2.75M +111,066 +26%
BFC
47
Bedel Financial Consulting
Indiana
$13.4M +$267K +10,819 +2%
CFO
48
Colony Family Offices
North Carolina
$12.9M +$1.12M +45,247 +10%
PCA
49
Pallas Capital Advisors
Massachusetts
$12.6M +$561K +22,712 +5%
MFA
50
Morling Financial Advisors
California
$12.6M +$2.18M +88,139 +21%
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