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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

410 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 233 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.94%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
27
Increased
233
Reduced
114
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
1
Evoke Wealth
California
$29.8M
2
Jane Street
2
Jane Street
New York
$38M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$24.7M
4
Bank of America
4
Bank of America
North Carolina
$96.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.55M
3
MA
3
Mutual Advisors
Nebraska
$721K
4
AWM
4
Arista Wealth Management
Nevada
$4.64M
5
VWA
5
Valued Wealth Advisors
Utah
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$12.4M +$3.42M +138,243 +38%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$12.4M +$677K +27,392 +6%
MML Investors Services
53
MML Investors Services
Massachusetts
$12.3M +$515K +20,833 +4%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$12.1M +$235K +9,500 +2%
PAS
55
Park Avenue Securities
New York
$12.1M +$1.51M +61,136 +14%
AC
56
Annandale Capital
Texas
$11.8M +$1.53M +61,798 +15%
CCMI
57
Creative Capital Management Investments
California
$11.3M +$831K +33,610 +8%
DPW
58
DiNuzzo Private Wealth
Pennsylvania
$11.3M +$107K +4,343 +1%
OMC
59
Old Mission Capital
Illinois
$11.1M +$6.56M +265,495 +144%
TWA
60
TCI Wealth Advisors
Arizona
$11.1M +$1.89M +76,452 +21%
HighTower Advisors
61
HighTower Advisors
Illinois
$11M +$2.31M +93,323 +27%
PWA
62
Physician Wealth Advisors
Utah
$10.9M +$252K +10,505 +2%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$10.8M +$7.86M +318,108 +264%
MG
64
Mather Group
Illinois
$10.8M -$9.52K -395 -0.1%
CIAS
65
CFS Investment Advisory Services
New Jersey
$10.7M -$170K -6,881 -2%
EA
66
Efficient Advisors
Ohio
$10.4M +$777K +31,436 +8%
FFS
67
Founders Financial Securities
Maryland
$10.4M -$3.78M -152,970 -27%
GM
68
GeoWealth Management
Illinois
$10.4M +$667K +26,984 +7%
HI
69
Horizon Investments
North Carolina
$10.2M -$3.73M -150,971 -27%
EFP
70
Envision Financial Planning
Tennessee
$10.1M +$1.37M +55,502 +16%
AAS
71
Avantax Advisory Services
Texas
$9.96M +$9.96M +403,053 New
OIA
72
OneDigital Investment Advisors
Kansas
$9.83M +$5.58M +225,739 +131%
BJL
73
Brighton Jones LLC
Washington
$9.73M +$809K +32,708 +9%
AWM
74
Avondale Wealth Management
Texas
$9.54M +$469K +18,983 +5%
AC
75
AWM Capital
Arizona
$9.32M -$525K -21,247 -5%
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