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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
PBMares Wealth Management
Virginia
$2.12M -$722K -32,014 -23%
MFA
77
Morling Financial Advisors
California
$2.07M +$1.18M +52,204 +102%
SCM
78
SOL Capital Management
Maryland
$1.99M +$1.11M +49,195 +98%
WFA
79
WMG Financial Advisors
Tennessee
$1.96M +$188K +8,326 +9%
DI
80
Disciplined Investments
Oklahoma
$1.95M -$109K -4,847 -5%
AIS
81
American Investment Services
Massachusetts
$1.93M +$276K +12,247 +15%
PAG
82
Private Advisor Group
New Jersey
$1.92M +$1.27M +56,156 +142%
JWA
83
JFS Wealth Advisors
Pennsylvania
$1.89M +$356K +15,791 +20%
QFA
84
Quantum Financial Advisors
California
$1.79M +$574K +25,455 +40%
ARIS
85
Advanced Research Investment Solutions
California
$1.73M -$75.1K -3,326 -4%
LFA
86
Level Financial Advisors
New York
$1.71M +$733K +32,499 +62%
SWA
87
Sax Wealth Advisors
New Jersey
$1.69M +$985K +43,641 +108%
TIM
88
Tortoise Investment Management
New York
$1.67M +$1.12M +49,411 +148%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$1.65M +$578K +25,634 +45%
TWP
90
Total Wealth Planning
Ohio
$1.59M +$133K +5,872 +8%
PP
91
PrairieView Partners
Minnesota
$1.56M +$926K +41,016 +111%
RA
92
RFG Advisory
Alabama
$1.53M +$103K +4,575 +7%
FHC
93
Fort Henry Capital
West Virginia
$1.53M +$219K +9,692 +15%
RK
94
Rather & Kittrell
Tennessee
$1.5M +$19.5K +863 +1%
IA
95
IFP Advisors
Florida
$1.47M +$358K +15,882 +39%
BEW
96
Burton Enright Welch
California
$1.45M -$207K -9,184 -11%
GCA
97
Gradient Capital Advisors
California
$1.44M +$13.9K +618 +0.9%
BBNB
98
Baker Boyer National Bank
Washington
$1.43M +$525K +23,283 +49%
WP
99
WealthSource Partners
California
$1.41M -$2.06M -91,210 -56%
PWM
100
Perigon Wealth Management
California
$1.37M +$30.2K +1,337 +2%

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.