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Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$29.9M -$3.48M -133,622 -11%
GPWA
27
Great Point Wealth Advisors
Massachusetts
$28.7M +$570K +21,863 +2%
EWA
28
EP Wealth Advisors
California
$28.7M -$4.36M -167,082 -14%
RW
29
RVW Wealth
California
$28.4M +$527K +20,211 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$25.9M +$14.5M +557,574 +144%
RIP
31
RAM Investment Partners
Washington
$25.6M +$1.39M +53,403 +6%
WFA
32
West Financial Advisors
Iowa
$25M +$329K +12,620 +1%
TWA
33
TCI Wealth Advisors
Arizona
$24.6M +$6.42M +246,279 +38%
PCIA
34
Prime Capital Investment Advisors
Kansas
$24.2M +$899K +34,480 +4%
FPIS
35
Financial Planning & Information Services
Wisconsin
$23M +$936K +35,914 +4%
W
36
WPWealth
Texas
$22.3M +$1.38M +52,993 +7%
LNB
37
Ledyard National Bank
$21.8M +$277K +10,641 +1%
MSWMA
38
Market Street Wealth Management Advisors
Indiana
$21.5M +$462K +17,726 +2%
ACP
39
Aveo Capital Partners
Colorado
$20.3M +$417K +16,006 +2%
FFS
40
Founders Financial Securities
Maryland
$19.8M +$566K +21,697 +3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$19.6M +$65.3K +2,506 +0.4%
HI
42
Horizon Investments
North Carolina
$19.5M +$570K +21,864 +3%
OMC
43
Old Mission Capital
Illinois
$18.9M +$18M +689,787 New
OIA
44
OneDigital Investment Advisors
Kansas
$18.8M +$2.62M +100,326 +17%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$18.8M -$296K -11,355 -2%
FIM
46
Freedom Investment Management
Connecticut
$18.7M +$602K +23,088 +3%
JWA
47
JFS Wealth Advisors
Pennsylvania
$18.7M +$700K +26,838 +4%
DPI
48
Diversified Portfolios Inc
Michigan
$18.7M +$463K +17,749 +3%
MAM
49
Marquette Asset Management
Minnesota
$18.2M +$113K +4,352 +0.7%
AAS
50
Avantax Advisory Services
Texas
$18.1M +$120K +4,601 +0.7%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.