We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

152 hedge funds and large institutions have $265M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 61 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 10

369% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 13

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

155% more capital invested

Capital invested by funds: $104M → $265M (+$161M)

69% more funds holding

Funds holding: 90152 (+62)

19.49% more ownership

Funds ownership: 29.39%48.88% (+19%)

Holders
152
Holders Change
+62
Holders Change %
+68.89%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
72
Increased
61
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
51
Andrews Lucia Wealth Management
California
$1.16M +$1.17M +42,483 New
SSC
52
Syverson Strege & Co
Iowa
$1.15M +$97.4K +3,548 +9%
BBNB
53
Baker Boyer National Bank
Washington
$1.11M +$1.12M +40,769 New
EAM
54
Evanson Asset Management
California
$1.08M -$45.8K -1,669 -4%
WP
55
WealthSource Partners
California
$1.08M +$305K +11,095 +39%
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$1.07M +$1.07M +38,980 New
WCWM
57
Willow Creek Wealth Management
California
$1.06M +$639K +23,275 +151%
HIGP
58
Hill Investment Group Partners
Missouri
$1.04M +$97.3K +3,543 +10%
AA
59
Advisory Alpha
Michigan
$967K +$54.6K +1,988 +6%
FHC
60
Fort Henry Capital
West Virginia
$967K +$505K +18,394 +109%
FWP
61
Firethorn Wealth Partners
Georgia
$962K +$966K +35,174 New
WFA
62
Wipfli Financial Advisors
Wisconsin
$924K +$927K +33,755 New
SC
63
Shearwater Capital
Colorado
$895K +$840K +30,575 New
LWAC
64
Laurel Wealth Advisors (California)
California
$850K +$557K +20,285 +188%
SPI
65
Sutton Place Investors
New York
$847K +$850K +30,960 New
BSW
66
Buckingham Strategic Wealth
Missouri
$844K +$625K +22,773 +282%
MCA
67
Maryland Capital Advisors
Maryland
$836K +$839K +30,546 New
Mariner
68
Mariner
Kansas
$835K +$838K +30,506 New
LFA
69
Level Financial Advisors
New York
$810K +$813K +29,596 New
CW
70
CreativeOne Wealth
Kansas
$788K -$39.6K -1,441 -5%
CA
71
CGN Advisors
Kansas
$781K +$95.8K +3,487 +14%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$739K +$33.3K +1,212 +5%
CFO
73
CVA Family Office
Colorado
$734K +$736K +26,814 New
BAM
74
Baldrige Asset Management
Pennsylvania
$715K +$172K +6,264 +32%
MCM
75
Morton Capital Management
California
$706K +$708K +25,797 New

DFAE Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2021, worth a combined $265M — up 155% from $104M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DFAE positions and 10 closed out — a net gain of 62 holders — while 61 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $16.3M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.1M sold.

  • 152 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $265M of Dimensional Emerging Core Equity Market ETF stock for Q4 2021, up 155% quarter-over-quarter.
  • 72 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2021 and 10 closed out, a net change of +62 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $16.3M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2021.