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Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$25.7M -$92.7K -3,657 -0.4%
WFA
27
West Financial Advisors
Iowa
$23.2M +$614K +24,227 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$22.8M +$1.56M +61,403 +7%
RIP
29
RAM Investment Partners
Washington
$22.8M +$1.88M +74,201 +9%
PCIA
30
Prime Capital Investment Advisors
Kansas
$22M -$311K -12,284 -1%
FPIS
31
Financial Planning & Information Services
Wisconsin
$20.7M -$717K -28,307 -3%
LNB
32
Ledyard National Bank
$20.3M +$278K +10,965 +1%
MSWMA
33
Market Street Wealth Management Advisors
Indiana
$19.8M +$556K +21,954 +3%
W
34
WPWealth
Texas
$19.7M +$1.13M +44,642 +6%
ACP
35
Aveo Capital Partners
Colorado
$18.7M -$51.1K -2,015 -0.3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$18.5M -$975K -38,487 -5%
FFS
37
Founders Financial Securities
Maryland
$18.1M +$7.1M +280,186 +67%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$17.9M -$19.7M -777,957 -53%
HI
39
Horizon Investments
North Carolina
$17.9M +$7.05M +278,132 +67%
DPI
40
Diversified Portfolios Inc
Michigan
$17.2M -$155K -6,135 -0.9%
FIM
41
Freedom Investment Management
Connecticut
$17.1M -$37.6K -1,485 -0.2%
MAM
42
Marquette Asset Management
Minnesota
$17.1M +$305K +12,015 +2%
AAS
43
Avantax Advisory Services
Texas
$17M +$6.45M +254,377 +63%
JWA
44
JFS Wealth Advisors
Pennsylvania
$17M -$87.6K -3,455 -0.5%
TWA
45
TCI Wealth Advisors
Arizona
$16.8M +$5.12M +202,061 +45%
Stifel Financial
46
Stifel Financial
Missouri
$16.7M +$12.3M +484,039 +296%
CAM
47
CPA Asset Management
Florida
$16.2M +$156K +6,170 +1%
MWM
48
Modera Wealth Management
New Jersey
$15.4M +$2.38M +94,092 +19%
OIA
49
OneDigital Investment Advisors
Kansas
$15.2M +$4.81M +189,882 +48%
PWM
50
Perigon Wealth Management
California
$15M +$905K +35,703 +7%

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.