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Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
CPA Asset Management
Florida
$17.3M +$144K +5,516 +0.9%
HighTower Advisors
52
HighTower Advisors
Illinois
$17.2M +$1.92M +73,734 +13%
MFA
53
Morling Financial Advisors
California
$16.9M +$2.01M +77,052 +14%
PWM
54
Perigon Wealth Management
California
$16.9M +$982K +37,673 +7%
AC
55
Annandale Capital
Texas
$16.7M +$1.28M +49,240 +9%
PAS
56
Park Avenue Securities
New York
$16.3M +$1.32M +50,651 +9%
MFT
57
Moisand Fitzgerald Tamayo
Florida
$16.1M +$381K +14,607 +3%
MWM
58
Modera Wealth Management
New Jersey
$15.9M -$383K -14,700 -2%
FFG
59
Fiduciary Financial Group
California
$15.7M +$1.27M +48,807 +9%
Cerity Partners
60
Cerity Partners
New York
$15.6M +$5.13M +196,654 +53%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$15.4M +$1.95M +74,865 +15%
CA
62
Clearstead Advisors
Ohio
$15.3M +$1.22M +46,648 +9%
BFC
63
Bedel Financial Consulting
Indiana
$15.1M +$131K +5,013 +0.9%
AWM
64
Arista Wealth Management
Nevada
$15M +$375K +14,399 +3%
DAS
65
Dynamic Advisor Solutions
Arizona
$14.5M +$450K +17,251 +3%
CCMI
66
Creative Capital Management Investments
California
$14.3M +$1.3M +49,862 +11%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$14.2M +$1.69M +64,776 +14%
PCA
68
Pallas Capital Advisors
Massachusetts
$14.1M +$307K +11,778 +2%
GWWM
69
Great Waters Wealth Management
Minnesota
$14.1M -$1.68M -64,322 -11%
CFO
70
Colony Family Offices
North Carolina
$13.8M -$1.09M -41,864 -8%
EFP
71
Envision Financial Planning
Tennessee
$13.1M +$1.29M +49,310 +12%
MML Investors Services
72
MML Investors Services
Massachusetts
$12.9M -$486K -18,633 -4%
VAMG
73
Voisard Asset Management Group
Michigan
$12.8M +$945K +36,227 +8%
DI
74
DDFG Inc
California
$12.7M +$3.71M +142,120 +44%
CFO
75
Collective Family Office
Pennsylvania
$12.7M +$53.5K +2,052 +0.4%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.