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Dimensional Emerging Core Equity Market ETF
DFAE

179 hedge funds and large institutions have $429M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 21

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

62% more capital invested

Capital invested by funds: $265M → $429M (+$163M)

18% more funds holding

Funds holding: 152 → 179 (+27)

6.47% more ownership

Funds ownership: 48.88% → 55.36% (+6.5%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.82%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
38
Increased
109
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$16.1M
2
Mariner
Mariner
Kansas
+$14.2M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$10.8M
4
OMC
Old Mission Capital
Illinois
+$8.45M
5
AC
AWM Capital
Arizona
+$8.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
AAS
Ameritas Advisory Services
Nebraska
-$2.38M
3
CWG
Crown Wealth Group
North Carolina
-$1.73M
4
WWP
Waypoint Wealth Partners
California
-$1.17M
5
BEW
Burton Enright Welch
California
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
76
Baker Boyer National Bank
Washington
$1.26M +$195K +7,260 +18%
MFGM
77
Marshall Financial Group (Maryland)
Maryland
$1.25M +$227K +8,465 +22%
BA
78
Bristlecone Advisors
Washington
$1.24M +$3.86K +144 +0.3%
SPI
79
Sutton Place Investors
New York
$1.24M +$499K +18,615 +60%
FHC
80
Fort Henry Capital
West Virginia
$1.19M +$268K +9,982 +28%
OIS
81
Okabena Investment Services
Minnesota
$1.18M +$845K +31,507 +233%
ALWM
82
Andrews Lucia Wealth Management
California
$1.17M +$4.61K +172 +0.4%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$1.17M +$677K +25,237 +131%
WP
84
WealthSource Partners
California
$1.17M +$135K +5,032 +13%
TIM
85
Tortoise Investment Management
New York
$1.14M +$975K +36,360 +519%
SSC
86
Syverson Strege & Co
Iowa
$1.13M +$27.7K +1,033 +2%
AA
87
Advisory Alpha
Michigan
$1.12M +$197K +7,332 +21%
BPA
88
Beacon Pointe Advisors
California
$1.08M +$1.11M +41,338 New
EAM
89
Evanson Asset Management
California
$1.08M +$40.9K +1,527 +4%
IA
90
IFP Advisors
Florida
$1.06M +$1.03M +38,442 +1,529%
SC
91
Shearwater Capital
Colorado
$1.03M +$153K +5,692 +19%
CI
92
Cordant Inc
Oregon
$972K -$371K -13,838 -27%
LWAC
93
Laurel Wealth Advisors (California)
California
$916K +$103K +3,854 +12%
PPA
94
Parametric Portfolio Associates
Washington
$903K -$470K -17,530 -34%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$895K +$191K +7,118 +26%
CIAS
96
Capital Investment Advisory Services
North Carolina
$870K +$239K +8,911 +37%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$857K +$358K +13,364 +71%
FWP
98
Firethorn Wealth Partners
Georgia
$855K -$69.2K -2,579 -7%
AAS
99
Ameritas Advisory Services
Nebraska
$823K -$2.38M -88,763 -74%
Citadel Advisors
100
Citadel Advisors
Florida
$818K -$3.67M -136,822 -81%
2 3
4
5 6

DFAE Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2022, worth a combined $429M — up 62% from $265M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFAE positions and 10 closed out — a net gain of 28 holders — while 109 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 179 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $429M of Dimensional Emerging Core Equity Market ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 38 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2022 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2022 was HighTower Advisors, an estimated $16.1M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2022.