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Dimensional Emerging Core Equity Market ETF

554 hedge funds and large institutions have $4.99B invested in Dimensional Emerging Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 289 increasing their positions, 155 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 23

86% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 155

17% more capital invested

Capital invested by funds: $4.28B → $4.99B (+$713M)

14% more funds holding in top 10

Funds holding in top 10: 6675 (+9)

5% more funds holding

Funds holding: 526554 (+28)

0.86% less ownership

Funds ownership: 82.46%81.6% (-0.86%)

Holders
554
Holders Change
+28
Holders Change %
+5.32%
% of All Funds
7.29%
Holding in Top 10
75
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.64%
% of All Funds
0.99%
New
61
Increased
289
Reduced
155
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Horizon Investments
North Carolina
$20.2M +$598K +22,273 +3%
AWM
52
Austin Wealth Management
Texas
$19.9M +$6.9M +257,235 +61%
BFG
53
Berger Financial Group
Minnesota
$19.9M +$511K +19,025 +3%
MAM
54
Marquette Asset Management
Minnesota
$19.7M +$321K +11,950 +2%
JP Morgan Chase
55
JP Morgan Chase
New York
$19.6M +$6.04M +225,003 +50%
JWA
56
JFS Wealth Advisors
Pennsylvania
$19.4M -$149K -5,557 -0.8%
CA
57
Clearstead Advisors
Ohio
$19.4M +$61.1K +2,275 +0.3%
AC
58
Annandale Capital
Texas
$19.3M +$895K +33,343 +5%
MWM
59
Modera Wealth Management
New Jersey
$19M -$143K -5,342 -0.8%
CAM
60
CPA Asset Management
Florida
$18.8M +$9.58K +357 +0.1%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$18.4M -$146K -5,424 -0.8%
FFG
62
Fiduciary Financial Group
California
$18.4M +$1.02M +37,993 +6%
FIM
63
Freedom Investment Management
Connecticut
$18.1M -$1.53M -57,162 -8%
MFT
64
Moisand Fitzgerald Tamayo
Florida
$17.6M -$45.9K -1,712 -0.3%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$17.5M +$118K +4,393 +0.7%
AWM
66
Arista Wealth Management
Nevada
$17.4M +$448K +16,703 +3%
WMN
67
Wealth Management Nebraska
Nebraska
$17.3M +$733K +27,329 +5%
BFC
68
Bedel Financial Consulting
Indiana
$16.9M -$40.8K -1,519 -0.3%
PCA
69
Pallas Capital Advisors
Massachusetts
$16.7M +$1.21M +45,246 +8%
PWMG
70
Pioneer Wealth Management Group
Texas
$16.5M +$460K +17,141 +3%
CCMI
71
Creative Capital Management Investments
California
$16.3M +$126K +4,707 +0.8%
BJL
72
Brighton Jones LLC
Washington
$16.3M +$1.39M +51,771 +10%
DAS
73
Dynamic Advisor Solutions
Arizona
$15.5M -$552K -20,557 -4%
IFA
74
Index Fund Advisors
California
$15.3M +$1.13M +42,007 +9%
APP
75
Avantax Planning Partners
Iowa
$14.7M +$5.97M +222,481 +78%

DFAE Hedge Fund Activity: Q2 2025 in Review

554 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2025, worth a combined $4.99B — up 17% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DFAE positions and 23 closed out — a net gain of 38 holders — while 289 added to existing stakes and 155 trimmed.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $68.7M. The largest seller was Fidelity Investments, cutting an estimated $29.5M.

  • 554 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2025, up from 526 in Q1 2025.
  • Funds reported $4.99B of Dimensional Emerging Core Equity Market ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 61 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2025 and 23 closed out, a net change of +38 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2025 was Coldstream Capital Management, an estimated $68.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2025 was Fidelity Investments, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2025.