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Dimensional Emerging Core Equity Market ETF

336 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

172% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 71

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$237M)

9% more funds holding

Funds holding: 307336 (+29)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.46% less ownership

Funds ownership: 78.83%77.37% (-1.5%)

Holders
336
Holders Change
+29
Holders Change %
+9.45%
% of All Funds
5.35%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
51
Creative Capital Management Investments
California
$7.95M +$1.23M +53,445 +18%
BHWM
52
Beaird Harris Wealth Management
Texas
$7.86M -$46.8K -2,031 -0.6%
SCM
53
SOL Capital Management
Maryland
$7.69M +$277K +12,038 +4%
OMC
54
Old Mission Capital
Illinois
$7.55M -$5.59M -242,641 -43%
BFC
55
Bedel Financial Consulting
Indiana
$7.43M -$79.8K -3,461 -1%
SPA
56
Shore Point Advisors
New Jersey
$7.3M +$734K +31,840 +11%
OIS
57
Okabena Investment Services
Minnesota
$7.26M +$5.27M +228,867 +566%
AC
58
Annandale Capital
Texas
$7.21M +$180K +7,821 +3%
CWR
59
Chico Wealth RIA
California
$6.99M -$1.62M -70,270 -19%
ECM
60
Evergreen Capital Management
Washington
$6.65M +$1.42M +61,460 +27%
SHFA
61
SC&H Financial Advisors
Maryland
$6.64M +$354K +15,351 +6%
PAS
62
Park Avenue Securities
New York
$6.54M +$669K +29,040 +11%
VF
63
Vawter Financial
Ohio
$6.4M +$220K +9,556 +4%
SFA
64
Sequoia Financial Advisors
Ohio
$6.35M -$8.91M -386,596 -58%
PCM
65
Perritt Capital Management
Illinois
$6.08M +$129K +5,583 +2%
CPIG
66
Chicago Partners Investment Group
Illinois
$6.02M -$495K -21,500 -8%
CFO
67
Collective Family Office
Pennsylvania
$5.92M +$189K +8,221 +3%
FAIM
68
Financial Advocates Investment Management
Washington
$5.81M +$1.18M +51,372 +26%
LFGO
69
Legacy Financial Group (Oklahoma)
Oklahoma
$5.8M +$330K +14,315 +6%
TWA
70
TCI Wealth Advisors
Arizona
$5.6M +$1.6M +69,420 +40%
MFA
71
Morling Financial Advisors
California
$5.59M +$1.49M +64,506 +36%
UB
72
UMB Bank
Missouri
$5.37M +$5.37M +233,237 New
AFS
73
Annapolis Financial Services
Maryland
$5.25M +$495K +21,476 +10%
BJL
74
Brighton Jones LLC
Washington
$5M +$582K +25,271 +13%
PA
75
Pinnacle Associates
New York
$4.99M +$5M +216,845 New

DFAE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAE positions and 10 closed out — a net gain of 34 holders — while 193 added to existing stakes and 71 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.5M. The largest seller was Creative Planning, cutting an estimated $40.1M.

  • 336 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2023, up from 307 in Q4 2022.
  • Funds reported $1.77B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +34 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $25.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2023 was Creative Planning, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.