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Dimensional Emerging Core Equity Market ETF
DFAE

179 hedge funds and large institutions have $429M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 21

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

62% more capital invested

Capital invested by funds: $265M → $429M (+$163M)

18% more funds holding

Funds holding: 152 → 179 (+27)

6.47% more ownership

Funds ownership: 48.88% → 55.36% (+6.5%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.82%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
38
Increased
109
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$16.1M
2
Mariner
Mariner
Kansas
+$14.2M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$10.8M
4
OMC
Old Mission Capital
Illinois
+$8.45M
5
AC
AWM Capital
Arizona
+$8.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
AAS
Ameritas Advisory Services
Nebraska
-$2.38M
3
CWG
Crown Wealth Group
North Carolina
-$1.73M
4
WWP
Waypoint Wealth Partners
California
-$1.17M
5
BEW
Burton Enright Welch
California
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
51
Annapolis Financial Services
Maryland
$2.23M +$557K +20,782 +32%
DPI
52
Diversified Portfolios Inc
Michigan
$2.15M +$311K +11,597 +17%
FPCG
53
Forum Private Client Group
Indiana
$2.12M +$2.16M +80,703 New
DI
54
Disciplined Investments
Oklahoma
$1.9M +$1.56M +58,300 +412%
TWP
55
Total Wealth Planning
Ohio
$1.84M +$1.89M +70,330 New
WDG
56
Wealth Dimensions Group
Ohio
$1.82M +$1.86M +69,354 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.76M +$619K +23,082 +52%
LFG
58
Larson Financial Group
Missouri
$1.74M +$1.78M +66,211 New
GCA
59
Gradient Capital Advisors
California
$1.7M -$572K -21,320 -25%
B
60
BetterWealth
California
$1.6M +$24.2K +903 +2%
MCA
61
Maryland Capital Advisors
Maryland
$1.6M +$817K +30,482 +100%
JWA
62
JFS Wealth Advisors
Pennsylvania
$1.55M +$1.5M +55,934 +1,747%
PWM
63
Perigon Wealth Management
California
$1.54M -$131K -4,876 -8%
PS
64
Portfolio Solutions
Michigan
$1.53M +$1.56M +58,280 New
RA
65
RFG Advisory
Alabama
$1.47M +$1.5M +56,091 New
BAM
66
Baldrige Asset Management
Pennsylvania
$1.46M +$793K +29,565 +113%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$1.45M – – –
BWG
68
Beta Wealth Group
California
$1.41M +$1.44M +53,852 New
ARIS
69
Advanced Research Investment Solutions
California
$1.39M +$1M +37,302 +237%
ACA
70
Aptus Capital Advisors
Alabama
$1.38M +$1.41M +52,558 New
AIS
71
American Investment Services
Massachusetts
$1.37M +$110K +4,115 +9%
CFO
72
CVA Family Office
Colorado
$1.34M +$652K +24,316 +91%
RK
73
Rather & Kittrell
Tennessee
$1.28M +$870K +32,458 +198%
PP
74
PrairieView Partners
Minnesota
$1.27M +$1.3M +48,530 New
LFA
75
Level Financial Advisors
New York
$1.27M +$505K +18,847 +64%
1 2
3
4 5

DFAE Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2022, worth a combined $429M — up 62% from $265M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFAE positions and 10 closed out — a net gain of 28 holders — while 109 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 179 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $429M of Dimensional Emerging Core Equity Market ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 38 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2022 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2022 was HighTower Advisors, an estimated $16.1M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2022.