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Dimensional Emerging Core Equity Market ETF
DFAE

152 hedge funds and large institutions have $265M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 61 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 10

369% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 13

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

155% more capital invested

Capital invested by funds: $104M → $265M (+$161M)

69% more funds holding

Funds holding: 90 → 152 (+62)

19.49% more ownership

Funds ownership: 29.39% → 48.88% (+19%)

Holders
152
Holders Change
+62
Holders Change %
+68.89%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
72
Increased
61
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$16.3M
2
SFA
Sequoia Financial Advisors
Ohio
+$14.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.4M
5
FTUS
Flow Traders U.S.
New York
+$9.55M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11.1M
2
OMC
Old Mission Capital
Illinois
-$3.16M
3
CFO
Collective Family Office
Pennsylvania
-$2.14M
4
PWM
PBMares Wealth Management
Virginia
-$1.96M
5
AF
Allworth Financial
California
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
76
RNC Capital Management
California
$671K +$456K +16,600 +209%
MRWM
77
ML&R Wealth Management
Texas
$671K +$674K +24,534 New
CIAS
78
Capital Investment Advisory Services
North Carolina
$664K +$143K +5,215 +27%
OPS
79
Orion Portfolio Solutions
Nebraska
$650K +$70.9K +2,580 +12%
SHWM
80
Silicon Hills Wealth Management
Texas
$644K +$646K +23,534 New
AC
81
Apella Capital
Connecticut
$643K +$322K +11,729 +100%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$623K +$264K +9,631 +73%
BC
83
Burney Company
Virginia
$608K +$22.5K +820 +4%
FNBSF
84
First National Bank Sioux Falls
South Dakota
$596K – – –
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$593K – – –
AF
86
Advisornet Financial
Minnesota
$547K -$209K -7,603 -28%
WG
87
Watchman Group
Texas
$537K +$538K +19,596 New
VCM
88
Versant Capital Management
Arizona
$527K +$78.7K +2,864 +17%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$525K +$203K +7,378 +62%
SWA
90
Sax Wealth Advisors
New Jersey
$523K +$525K +19,118 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$514K +$454K +16,536 +766%
KAS
92
Kestra Advisory Services
Texas
$509K +$44.2K +1,608 +9%
AC
93
Applied Capital
Arkansas
$498K -$14.8K -540 -3%
CSB
94
City State Bank
Iowa
$482K +$484K +17,625 New
RK
95
Rather & Kittrell
Tennessee
$448K +$451K +16,414 New
ARIS
96
Advanced Research Investment Solutions
California
$430K +$390K +14,219 +935%
SDH
97
Sloy Dahl & Holst
Washington
$414K – – –
PO
98
Private Ocean
California
$393K +$5.88K +214 +2%
DI
99
Disciplined Investments
Oklahoma
$387K +$348K +12,684 +864%
OIS
100
Okabena Investment Services
Minnesota
$369K +$226K +8,226 +156%
2 3
4
5 6

DFAE Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2021, worth a combined $265M — up 155% from $104M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DFAE positions and 10 closed out — a net gain of 62 holders — while 61 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $16.3M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.1M sold.

  • 152 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $265M of Dimensional Emerging Core Equity Market ETF stock for Q4 2021, up 155% quarter-over-quarter.
  • 72 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2021 and 10 closed out, a net change of +62 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $16.3M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2021.