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Dimensional Emerging Core Equity Market ETF
DFAE

78 hedge funds and large institutions have $85.9M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 3

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

64% more capital invested

Capital invested by funds: $52.3M → $85.9M (+$33.5M)

42% more funds holding

Funds holding: 55 → 78 (+23)

0.41% more ownership

Funds ownership: 31.04% → 31.45% (+0.41%)

Holders
78
Holders Change
+23
Holders Change %
+41.82%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
41
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$6.24M
2
OCM
Oakwood Capital Management
California
+$1.97M
3
RJA
Raymond James & Associates
Florida
+$1.78M
4
CFO
Collective Family Office
Pennsylvania
+$1.22M
5
SSC
Syverson Strege & Co
Iowa
+$1.02M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$980K
2
BFA
Beacon Financial Advisory
Ohio
-$219K
3
FTUS
Flow Traders U.S.
New York
-$118K
4
AF
Allworth Financial
California
-$50.4K
5
CL
COWA LLC
Oklahoma
-$41K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$319K +$312K +10,759 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$308K +$69.5K +2,394 +30%
SG
53
Stonnington Group
California
$305K +$53.5K +1,842 +21%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$304K +$12.2K +420 +4%
MWM
55
Merriman Wealth Management
Washington
$296K +$290K +10,000 New
CL
56
CPWM LLC
Washington
$263K +$37.1K +1,279 +17%
MG
57
Mather Group
Illinois
$260K +$254K +8,763 New
WP
58
WealthSource Partners
California
$249K +$244K +8,410 New
PCM
59
Parsons Capital Management
Rhode Island
$246K +$24.8K +854 +11%
DPI
60
Diversified Portfolios Inc
Michigan
$245K +$240K +8,273 New
ACP
61
Aveo Capital Partners
Colorado
$245K +$240K +8,276 New
MML Investors Services
62
MML Investors Services
Massachusetts
$237K +$232K +7,988 New
KAS
63
Kestra Advisory Services
Texas
$231K +$227K +7,804 New
LWAC
64
Laurel Wealth Advisors (California)
California
$228K +$223K +7,696 New
SWM
65
Spire Wealth Management
Virginia
$183K +$143K +4,941 +395%
SFP
66
Sterling Financial Planning
New Jersey
$140K – – –
TWA
67
TCI Wealth Advisors
Arizona
$104K – – –
Osaic Holdings
68
Osaic Holdings
Arizona
$92K +$67.7K +2,333 +302%
IA
69
IFP Advisors
Florida
$76K +$30.8K +1,061 +76%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$67K +$65.3K +2,250 New
IF
71
Ironwood Financial
Arizona
$31K +$15.5K +535 +102%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$13K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$11K – – –
GAM
74
Gemmer Asset Management
California
$11K +$29 +1 +0.3%
ADL
75
Asset Dedication LLC
California
$10K +$9.99K +344 New
1 2
3
4

DFAE Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2021, worth a combined $85.9M — up 64% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAE positions and 3 closed out — a net gain of 23 holders — while 41 added to existing stakes and 3 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $6.24M. The largest seller was Citadel Advisors, cutting an estimated $980K.

  • 78 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2021, up from 55 in Q1 2021.
  • Funds reported $85.9M of Dimensional Emerging Core Equity Market ETF stock for Q2 2021, up 64% quarter-over-quarter.
  • 26 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2021 and 3 closed out, a net change of +23 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2021 was Evoke Wealth, an estimated $6.24M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2021 was Citadel Advisors, an estimated $980K sold.

Based on aggregated 13F filings for Q2 2021.