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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
51
SC&H Financial Advisors
Maryland
$3.65M -$1.37M -60,846 -25%
FAIM
52
Financial Advocates Investment Management
Washington
$3.65M +$1.4M +62,144 +52%
BJL
53
Brighton Jones LLC
Washington
$3.64M +$819K +36,275 +25%
ST
54
Sageworth Trust
Pennsylvania
$3.53M +$2.83M +125,187 +248%
LFG
55
Larson Financial Group
Missouri
$3.48M +$875K +38,772 +29%
AA
56
Advisory Alpha
Michigan
$3.38M +$2.74M +121,543 +261%
WCWM
57
Willow Creek Wealth Management
California
$3.25M +$763K +33,805 +26%
RW
58
RVW Wealth
California
$3.21M +$2.81M +124,414 +351%
CFO
59
CVA Family Office
Colorado
$3.2M -$2.52M -111,845 -41%
CL
60
CPWM LLC
Washington
$2.74M -$3.99K -177 -0.1%
AC
61
Annandale Capital
Texas
$2.74M +$3.08M +136,525 New
SPI
62
Sutton Place Investors
New York
$2.65M +$1.85M +82,034 +164%
FW
63
FirstPurpose Wealth
Utah
$2.63M +$354K +15,665 +14%
BFC
64
Bedel Financial Consulting
Indiana
$2.62M +$41.7K +1,849 +1%
FPCG
65
Forum Private Client Group
Indiana
$2.61M +$410K +18,162 +16%
WDG
66
Wealth Dimensions Group
Ohio
$2.61M +$444K +19,681 +18%
Jane Street
67
Jane Street
New York
$2.6M +$1.2M +53,178 +70%
W
68
Wealthquest
Ohio
$2.53M -$2.33M -103,409 -58%
AFS
69
Annapolis Financial Services
Maryland
$2.46M +$160K +7,108 +6%
Stifel Financial
70
Stifel Financial
Missouri
$2.38M +$65.2K +2,889 +2%
NCM
71
Northland Capital Management
Minnesota
$2.36M +$77.8K +3,447 +3%
MSWMA
72
Market Street Wealth Management Advisors
Indiana
$2.32M +$1.46M +64,800 +128%
Betterment LLC
73
Betterment LLC
New York
$2.29M
CFO
74
Collective Family Office
Pennsylvania
$2.21M +$321K +14,236 +15%
BPA
75
Beacon Pointe Advisors
California
$2.17M +$372K +16,478 +18%

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.