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Dimensional Emerging Core Equity Market ETF
DFAE

513 hedge funds and large institutions have $4.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 255 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 22

116% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 118

14% more funds holding

Funds holding: 449 → 513 (+64)

10% more capital invested

Capital invested by funds: $3.99B → $4.4B (+$414M)

9.69% more ownership

Funds ownership: 81.69% → 91.38% (+9.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 → 55 (0)

Holders
513
Holders Change
+64
Holders Change %
+14.25%
% of All Funds
6.76%
Holding in Top 10
55
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
95
Increased
255
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$405M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.1M
3
MG
Mather Group
Illinois
+$74.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.39M
5
RFP
Root Financial Partners
California
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$18.9M
2
EWA
EP Wealth Advisors
California
-$14.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.43M
4
KAS
Kestra Advisory Services
Texas
-$6.79M
5
UB
UMB Bank
Missouri
-$6.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
501
Orion Capital Management
California
$3.58K +$3.73K +141 New
SIC
502
Salem Investment Counselors
North Carolina
$3.5K +$2.01K +76 +123%
CB
503
Centennial Bank
Arkansas
$3.37K +$3.52K +133 New
FFA
504
Frazier Financial Advisors
Ohio
$3.25K +$26 +1 +0.8%
WBC
505
West Branch Capital
Massachusetts
$3.17K – – –
SPIA
506
Steward Partners Investment Advisory
New York
$2.54K – – –
ME
507
McIlrath & Eck
Washington
$2.44K – – –
SAS
508
Spurstone Advisory Services
Connecticut
$2.44K +$2.54K +96 New
T
509
Transce3nd
Texas
$2.38K +$2.49K +94 New
DFA
510
DHJJ Financial Advisors
Illinois
$780 – – –
NP
511
NorthRock Partners
Minnesota
$381 +$397 +15 New
GSWM
512
Golden State Wealth Management
California
$304 +$318 +12 New
CA
513
CoreCap Advisors
Michigan
$152 +$159 +6 New
CFD
514
Creative Financial Designs
Indiana
$132 – – –
KPP
515
Kings Path Partners
Texas
$51 – – –
OMC
516
Old Mission Capital
Illinois
– -$18.9M -689,787 Closed
UB
517
UMB Bank
Missouri
– -$6.38M -232,858 Closed
FTUS
518
Flow Traders U.S.
New York
– -$2.79M -101,647 Closed
Citadel Advisors
519
Citadel Advisors
Florida
– -$1.77M -64,688 Closed
BWA
520
BCU Wealth Advisors
Illinois
– -$1.11M -40,478 Closed
BOSSRA
521
B.O.S.S. Retirement Advisors
Utah
– -$464K -16,944 Closed
TCBWMS
522
Texas Capital Bank Wealth Management Services
Texas
– -$453K -16,532 Closed
AWM
523
Ariadne Wealth Management
California
– -$428K -15,687 Closed
Marshall Wace
524
Marshall Wace
United Kingdom
– -$323K -11,780 Closed
HF
525
HRT Financial
New York
– -$310K -11,328 Closed
18 19 20
21
22

DFAE Hedge Fund Activity: Q4 2024 in Review

513 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2024, worth a combined $4.4B — up 10% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DFAE positions and 22 closed out — a net gain of 73 holders — while 255 added to existing stakes and 118 trimmed.

The largest buyer was Essential Planning, adding an estimated $405M. The largest seller was Old Mission Capital, exiting entirely with an estimated $18.9M sold.

  • 513 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $4.4B of Dimensional Emerging Core Equity Market ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 95 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2024 and 22 closed out, a net change of +73 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2024 was Essential Planning, an estimated $405M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2024 was Old Mission Capital, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2024.