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Dimensional Emerging Core Equity Market ETF
DFAE

412 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, 234 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 115

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.78B → $3.02B (+$244M)

5% more funds holding in top 10

Funds holding in top 10: 43 → 45 (+2)

0% less funds holding

Funds holding: 413 → 412 (-1)

0.45% less ownership

Funds ownership: 81.2% → 80.75% (-0.45%)

Holders
412
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.93%
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
234
Reduced
115
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
+$28.9M
2
Jane Street
Jane Street
New York
+$23.5M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$13.1M
4
Bank of America
Bank of America
North Carolina
+$11.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.47M
3
MA
Mutual Advisors
Nebraska
-$7.3M
4
AWM
Arista Wealth Management
Nevada
-$7.24M
5
VWA
Valued Wealth Advisors
Utah
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
RVW Wealth
California
$23.6M +$1.23M +51,233 +6%
RFP
27
Root Financial Partners
California
$22.1M +$3.43M +143,010 +19%
WFA
28
West Financial Advisors
Iowa
$21.6M +$323K +13,492 +2%
PCIA
29
Prime Capital Investment Advisors
Kansas
$21.3M +$2.96M +123,437 +17%
FPIS
30
Financial Planning & Information Services
Wisconsin
$20.5M +$123K +5,116 +0.6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$20.3M +$2.28M +95,199 +13%
RIP
32
RAM Investment Partners
Washington
$20M +$1.22M +50,778 +7%
LNB
33
Ledyard National Bank
$19.2M +$659K +27,499 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$18.6M -$12.5M -523,543 -41%
ACP
35
Aveo Capital Partners
Colorado
$18.6M +$638K +26,614 +4%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$18.4M +$1.31M +54,533 +8%
W
37
WPWealth
Texas
$17.7M +$1.56M +65,128 +10%
DPI
38
Diversified Portfolios Inc
Michigan
$16.6M +$64.6K +2,694 +0.4%
FIM
39
Freedom Investment Management
Connecticut
$16.4M -$140K -5,852 -0.9%
JWA
40
JFS Wealth Advisors
Pennsylvania
$16.3M -$384K -16,003 -2%
MAM
41
Marquette Asset Management
Minnesota
$16M +$137K +5,722 +0.9%
GWWM
42
Great Waters Wealth Management
Minnesota
$15.4M -$1.4M -58,276 -9%
CAM
43
CPA Asset Management
Florida
$15.3M -$58.2K -2,427 -0.4%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$13.8M +$677K +28,264 +5%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$13.5M +$8.2M +342,229 +166%
PWM
46
Perigon Wealth Management
California
$13.4M +$2.66M +111,066 +26%
BFC
47
Bedel Financial Consulting
Indiana
$13.4M +$259K +10,819 +2%
CFO
48
Colony Family Offices
North Carolina
$12.9M +$1.08M +45,247 +10%
PCA
49
Pallas Capital Advisors
Massachusetts
$12.6M +$544K +22,712 +5%
MFA
50
Morling Financial Advisors
California
$12.6M +$2.11M +88,139 +21%
1
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DFAE Hedge Fund Activity: Q1 2024 in Review

412 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2024, worth a combined $3.02B — up 8.8% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFAE positions and 21 closed out — a net gain of 6 holders — while 234 added to existing stakes and 115 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $28.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.5M.

  • 412 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2024, down from 413 in Q4 2023.
  • Funds reported $3.02B of Dimensional Emerging Core Equity Market ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 27 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2024 and 21 closed out, a net change of +6 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2024 was Evoke Wealth, an estimated $28.9M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.