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Dimensional Emerging Core Equity Market ETF

90 hedge funds and large institutions have $104M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 4

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $85.9M → $104M (+$18.2M)

15% more funds holding

Funds holding: 7890 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 31.45%29.39% (-2.1%)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
60
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Applied Capital
Arkansas
$510K +$95.9K +3,397 +22%
KAS
52
Kestra Advisory Services
Texas
$463K +$260K +9,199 +118%
FHC
53
Fort Henry Capital
West Virginia
$462K +$156K +5,511 +48%
MWM
54
Merriman Wealth Management
Washington
$455K +$189K +6,712 +67%
VCM
55
Versant Capital Management
Arizona
$446K +$57.7K +2,044 +14%
WCWM
56
Willow Creek Wealth Management
California
$420K +$131K +4,651 +43%
SDH
57
Sloy Dahl & Holst
Washington
$414K +$429K +15,194 New
PO
58
Private Ocean
California
$385K +$10.7K +378 +3%
CL
59
CPWM LLC
Washington
$362K +$124K +4,404 +50%
CMBA
60
C.M. Bidwell & Associates
Hawaii
$359K +$41K +1,452 +12%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$358K +$81.1K +2,875 +28%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$322K +$40.6K +1,438 +14%
AC
63
Apella Capital
Connecticut
$321K +$333K +11,787 New
MFW
64
Mosaic Family Wealth
Missouri
$299K +$310K +10,988 New
LWAC
65
Laurel Wealth Advisors (California)
California
$294K +$86.8K +3,076 +40%
TIM
66
Tortoise Investment Management
New York
$293K -$17K -601 -5%
MML Investors Services
67
MML Investors Services
Massachusetts
$284K +$68.6K +2,432 +30%
CL
68
COWA LLC
Oklahoma
$264K +$274K +9,700 New
PFA
69
Pinnacle Family Advisors
Missouri
$258K -$423K -14,977 -61%
PCM
70
Parsons Capital Management
Rhode Island
$254K +$29.1K +1,030 +12%
BJL
71
Brighton Jones LLC
Washington
$254K +$263K +9,317 New
BSW
72
Buckingham Strategic Wealth
Missouri
$220K +$228K +8,064 New
RCM
73
RNC Capital Management
California
$216K +$224K +7,930 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$209K +$217K +7,673 New
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$195K +$202K +7,160 New

DFAE Hedge Fund Activity: Q3 2021 in Review

90 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2021, worth a combined $104M — up 21% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFAE positions and 7 closed out — a net gain of 15 holders — while 60 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $2.61M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.22M sold.

  • 90 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2021, up from 78 in Q2 2021.
  • Funds reported $104M of Dimensional Emerging Core Equity Market ETF stock for Q3 2021, up 21% quarter-over-quarter.
  • 22 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2021 and 7 closed out, a net change of +15 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2021 was Old Mission Capital, an estimated $2.61M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2021.