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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

306 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 134 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+76
Holders Change %
+33.04%
% of All Funds
4.94%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
134
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$79.9M
2
UBS Group
2
UBS Group
Switzerland
$42.7M
3
Mariner
3
Mariner
Kansas
$54.6M
4
FWP
4
Falcon Wealth Planning
California
$18.6M
5
Bank of America
5
Bank of America
North Carolina
$38.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$126M
2
PPW
2
Parcion Private Wealth
Washington
$1.1M
3
PFO
3
Pathstone Family Office
New Jersey
$4.09M
4
OMC
4
Old Mission Capital
Illinois
$12.5M
5
WFA
5
West Financial Advisors
Iowa
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
76
Brighton Jones LLC
Washington
$4.21M +$229K +10,414 +6%
FA
77
Financial Alternatives
California
$4.16M +$4.16M +189,549 New
PWM
78
PBMares Wealth Management
Virginia
$4.12M +$1.81M +82,342 +78%
PWM
79
Perigon Wealth Management
California
$4.11M +$2.61M +118,967 +174%
PFO
80
Pathstone Family Office
New Jersey
$4.09M -$31.5M -1,432,892 -89%
MWM
81
Modera Wealth Management
New Jersey
$4.01M +$4.01M +182,691 New
MFA
82
Morling Financial Advisors
California
$3.92M +$1.65M +75,237 +73%
NDSI
83
Newman Dignan & Sheerar Inc
Rhode Island
$3.9M +$334K +15,237 +9%
ST
84
Sageworth Trust
Pennsylvania
$3.86M – – –
TWA
85
TCI Wealth Advisors
Arizona
$3.81M +$2.65M +120,740 +228%
DF
86
DecisionPoint Financial
Arizona
$3.81M +$3.81M +173,635 New
FWS
87
FinDec Wealth Services
California
$3.76M +$3.76M +171,284 New
Osaic Holdings
88
Osaic Holdings
Arizona
$3.68M -$1.4M -63,931 -28%
TAM
89
TCP Asset Management
Ohio
$3.67M +$3.67M +167,008 New
FW
90
FirstPurpose Wealth
Utah
$3.64M +$764K +34,814 +27%
CPW
91
Catalyst Private Wealth
California
$3.53M +$3.53M +160,815 New
AF
92
Allworth Financial
California
$3.52M -$1.03M -46,987 -23%
MHB
93
Midwest Heritage Bank
Iowa
$3.4M -$1.06M -48,383 -24%
PCMC
94
Private Capital Management (Colorado)
Colorado
$3.37M +$3.04M +138,434 +925%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$3.35M +$3.35M +152,633 New
ACA
96
Aptus Capital Advisors
Alabama
$3.35M -$4.14M -188,739 -55%
WCWM
97
Willow Creek Wealth Management
California
$3.35M -$212K -9,641 -6%
LFG
98
Larson Financial Group
Missouri
$3.23M -$571K -25,991 -15%
FPAS
99
Focus Partners Advisor Solutions
Missouri
$3.14M +$1.34M +60,845 +74%
FPCG
100
Forum Private Client Group
Indiana
$3.07M +$217K +9,896 +8%
2 3
4
5 6