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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
51
Bedel Financial Consulting
Indiana
$7.16M +$4.26M +200,221 +159%
MG
52
Mather Group
Illinois
$7.12M +$1.19M +55,881 +21%
SCM
53
SOL Capital Management
Maryland
$7.07M +$4.74M +222,695 +224%
PWA
54
Physician Wealth Advisors
Utah
$6.8M +$1.74M +81,903 +41%
AC
55
Annandale Capital
Texas
$6.71M +$3.6M +168,982 +124%
CPIG
56
Chicago Partners Investment Group
Illinois
$6.67M +$863K +40,552 +17%
FTUS
57
Flow Traders U.S.
New York
$6.52M +$6.32M +297,085 New
CCMI
58
Creative Capital Management Investments
California
$6.41M +$6.21M +291,759 New
SPA
59
Shore Point Advisors
New Jersey
$6.26M -$306K -14,359 -5%
SHFA
60
SC&H Financial Advisors
Maryland
$5.99M +$1.94M +91,072 +50%
VF
61
Vawter Financial
Ohio
$5.89M +$5.71M +268,502 New
PCM
62
Perritt Capital Management
Illinois
$5.67M -$372K -17,503 -6%
PAS
63
Park Avenue Securities
New York
$5.6M +$5.43M +255,158 New
CFO
64
Collective Family Office
Pennsylvania
$5.47M +$2.96M +139,270 +127%
LFGO
65
Legacy Financial Group (Oklahoma)
Oklahoma
$5.22M +$5.06M +237,709 New
ECM
66
Evergreen Capital Management
Washington
$4.99M +$874K +41,055 +22%
AWM
67
Avior Wealth Management
Nebraska
$4.81M +$300K +14,077 +7%
AFS
68
Annapolis Financial Services
Maryland
$4.54M +$1.79M +84,330 +69%
EWA
69
Exencial Wealth Advisors
Oklahoma
$4.53M +$3.23M +151,665 +277%
FAIM
70
Financial Advocates Investment Management
Washington
$4.42M +$412K +19,380 +11%
FCB
71
First Command Bank
Texas
$4.34M +$3.23M +151,600 +328%
FCFS
72
First Command Financial Services
Texas
$4.34M +$3.23M +151,600 +328%
QFA
73
Quantum Financial Advisors
California
$4.33M +$2.3M +108,076 +121%
Citadel Advisors
74
Citadel Advisors
Florida
$4.31M +$4.18M +196,530 New
AA
75
Advisory Alpha
Michigan
$4.28M +$577K +27,101 +16%

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.