We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179218 (+39)

13.71% more ownership

Funds ownership: 55.36%69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
51
Bedel Financial Consulting
Indiana
$2.87M +$2.58M +105,492 +568%
FAIM
52
Financial Advocates Investment Management
Washington
$2.77M +$2.93M +119,694 New
Stifel Financial
53
Stifel Financial
Missouri
$2.68M +$8.77K +358 +0.3%
FW
54
FirstPurpose Wealth
Utah
$2.67M +$305K +12,441 +12%
AFS
55
Annapolis Financial Services
Maryland
$2.67M +$738K +30,155 +35%
NCM
56
Northland Capital Management
Minnesota
$2.64M +$2.79M +113,910 New
FPCG
57
Forum Private Client Group
Indiana
$2.59M +$765K +31,240 +39%
WDG
58
Wealth Dimensions Group
Ohio
$2.55M +$1M +40,923 +59%
DPI
59
Diversified Portfolios Inc
Michigan
$2.55M +$696K +28,441 +35%
AP
60
Adero Partners
California
$2.49M +$2.73M +111,387 New
OIS
61
Okabena Investment Services
Minnesota
$2.41M +$1.45M +59,229 +132%
UBS Group
62
UBS Group
Switzerland
$2.39M +$312K +12,756 +14%
DI
63
Disciplined Investments
Oklahoma
$2.36M +$724K +29,551 +41%
Betterment LLC
64
Betterment LLC
New York
$2.29M +$283K +11,541 +13%
CFO
65
Collective Family Office
Pennsylvania
$2.21M -$2.74M -111,854 -54%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.14M +$2.26M +92,345 New
BPA
67
Beacon Pointe Advisors
California
$2.12M +$1.23M +50,162 +121%
BA
68
Bridgewater Advisors
New York
$2.11M +$98K +4,002 +5%
ARIS
69
Advanced Research Investment Solutions
California
$2.07M +$894K +36,499 +69%
WFA
70
WMG Financial Advisors
Tennessee
$2.06M +$38.5K +1,571 +2%
AIS
71
American Investment Services
Massachusetts
$1.94M +$775K +31,641 +61%
NDSI
72
Newman Dignan & Sheerar Inc
Rhode Island
$1.93M +$1.27M +51,985 +167%
BEW
73
Burton Enright Welch
California
$1.88M -$2.64M -107,931 -57%
JWA
74
JFS Wealth Advisors
Pennsylvania
$1.81M +$468K +19,094 +32%
Jane Street
75
Jane Street
New York
$1.77M -$2.08M -84,905 -53%

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.