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Dimensional Emerging Core Equity Market ETF
DFAE

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179 → 218 (+39)

13.71% more ownership

Funds ownership: 55.36% → 69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 16 → 12 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$69.1M
4
PPW
Parcion Private Wealth
Washington
+$55.3M
5
Bank of America
Bank of America
North Carolina
+$20.2M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$16.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$15.9M
3
OMC
Old Mission Capital
Illinois
-$8.27M
4
WWP
Waypoint Wealth Partners
California
-$5.68M
5
GWA
Geometric Wealth Advisors
District of Columbia
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
RK
76
Rather & Kittrell
Tennessee
$1.7M +$605K +24,702 +51%
TWP
77
Total Wealth Planning
Ohio
$1.69M +$66.8K +2,729 +4%
GCA
78
Gradient Capital Advisors
California
$1.65M +$155K +6,311 +10%
ECM
79
Evergreen Capital Management
Washington
$1.61M +$1.7M +69,500 New
RA
80
RFG Advisory
Alabama
$1.57M +$295K +12,053 +21%
PWM
81
Perigon Wealth Management
California
$1.55M +$198K +8,078 +14%
FHC
82
Fort Henry Capital
West Virginia
$1.54M +$514K +20,989 +46%
BHWM
83
Beaird Harris Wealth Management
Texas
$1.49M +$1.42M +58,191 +947%
QFA
84
Quantum Financial Advisors
California
$1.49M +$1.56M +63,627 New
EAM
85
Evanson Asset Management
California
$1.43M +$504K +20,594 +50%
DAS
86
Dynamic Advisor Solutions
Arizona
$1.42M +$1.5M +61,205 New
CFO
87
Colony Family Offices
North Carolina
$1.41M +$1.49M +61,014 New
MFGM
88
Marshall Financial Group (Maryland)
Maryland
$1.37M +$283K +11,544 +24%
CA
89
CGN Advisors
Kansas
$1.33M -$747K -30,516 -35%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$1.31M +$852K +34,816 +159%
BWG
91
Beta Wealth Group
California
$1.3M +$54.3K +2,216 +4%
LFA
92
Level Financial Advisors
New York
$1.22M +$101K +4,133 +9%
MFA
93
Morling Financial Advisors
California
$1.18M +$1.25M +51,008 New
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$1.18M +$1.06M +43,316 +569%
MSWMA
95
Market Street Wealth Management Advisors
Indiana
$1.17M -$3.16M -129,044 -72%
ST
96
Sageworth Trust
Pennsylvania
$1.17M +$1.24M +50,532 New
SPI
97
Sutton Place Investors
New York
$1.16M +$12K +491 +1%
SCM
98
SOL Capital Management
Maryland
$1.16M +$773K +31,582 +171%
BAM
99
Baldrige Asset Management
Pennsylvania
$1.16M -$140K -5,717 -10%
BBNB
100
Baker Boyer National Bank
Washington
$1.11M -$4.48K -183 -0.4%
2 3
4
5 6

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.