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Dimensional Emerging Core Equity Market ETF

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$11.5M -$4.07M -178,122 -27%
CFO
52
Colony Family Offices
North Carolina
$11.4M +$2.06M +90,266 +23%
JP Morgan Chase
53
JP Morgan Chase
New York
$11.4M +$10.6M +464,225 +4,829%
DPW
54
DiNuzzo Private Wealth
Pennsylvania
$10.9M +$10.4M +454,043 New
GPWA
55
Great Point Wealth Advisors
Massachusetts
$10.9M +$1.16M +50,727 +13%
MG
56
Mather Group
Illinois
$10.8M +$411K +17,973 +4%
CIAS
57
CFS Investment Advisory Services
New Jersey
$10.6M -$364K -15,932 -3%
PWM
58
Perigon Wealth Management
California
$10.4M +$2.85M +124,757 +41%
PAS
59
Park Avenue Securities
New York
$10.3M +$1.17M +51,279 +14%
CCMI
60
Creative Capital Management Investments
California
$10.2M +$706K +30,899 +8%
PWA
61
Physician Wealth Advisors
Utah
$10.2M +$605K +26,474 +6%
MFA
62
Morling Financial Advisors
California
$10.1M +$1.78M +77,677 +23%
AC
63
Annandale Capital
Texas
$10M +$1.53M +67,121 +19%
DI
64
DDFG Inc
California
$9.84M -$236K -10,345 -2%
AC
65
AWM Capital
Arizona
$9.6M -$303K -13,261 -3%
GM
66
GeoWealth Management
Illinois
$9.46M +$707K +30,941 +9%
EA
67
Efficient Advisors
Ohio
$9.39M -$5.12K -224 -0.1%
TWA
68
TCI Wealth Advisors
Arizona
$8.98M +$1.29M +56,623 +18%
AWM
69
Avondale Wealth Management
Texas
$8.85M +$537K +23,508 +7%
SCM
70
SOL Capital Management
Maryland
$8.77M +$519K +22,725 +7%
MWM
71
Modera Wealth Management
New Jersey
$8.77M +$690K +30,175 +9%
BJL
72
Brighton Jones LLC
Washington
$8.7M +$1.64M +71,596 +25%
EFP
73
Envision Financial Planning
Tennessee
$8.5M -$321K -14,038 -4%
DAS
74
Dynamic Advisor Solutions
Arizona
$8.48M +$811K +35,482 +11%
HighTower Advisors
75
HighTower Advisors
Illinois
$8.48M +$3.95M +172,656 +96%

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.