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Dimensional Emerging Core Equity Market ETF

336 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

172% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 71

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$237M)

9% more funds holding

Funds holding: 307336 (+29)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.46% less ownership

Funds ownership: 78.83%77.37% (-1.5%)

Holders
336
Holders Change
+29
Holders Change %
+9.45%
% of All Funds
5.35%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
76
Pinnacle Wealth Management Advisory Group
New Jersey
$4.99M +$5M +216,845 New
NDSI
77
Newman Dignan & Sheerar Inc
Rhode Island
$4.98M +$885K +38,422 +22%
PWM
78
Perigon Wealth Management
California
$4.97M +$665K +28,863 +15%
MWM
79
Modera Wealth Management
New Jersey
$4.97M +$769K +33,378 +18%
FWS
80
FinDec Wealth Services
California
$4.88M +$941K +40,839 +24%
AA
81
Advisory Alpha
Michigan
$4.88M +$384K +16,670 +9%
EWA
82
Exencial Wealth Advisors
Oklahoma
$4.73M -$20.3K -883 -0.4%
LFG
83
Larson Financial Group
Missouri
$4.63M +$1.24M +53,811 +37%
PO
84
Private Ocean
California
$4.52M +$3.74M +162,267 +474%
TAM
85
TCP Asset Management
Ohio
$4.52M +$675K +29,313 +18%
QFA
86
Quantum Financial Advisors
California
$4.45M -$88K -3,817 -2%
FA
87
Financial Alternatives
California
$4.43M +$63.9K +2,772 +1%
PWM
88
PBMares Wealth Management
Virginia
$4.41M +$91.1K +3,954 +2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$4.37M +$4.37M +189,739 New
PCMC
90
Private Capital Management (Colorado)
Colorado
$4.35M +$818K +35,500 +23%
FW
91
FirstPurpose Wealth
Utah
$4.33M +$515K +22,337 +13%
AWM
92
Avior Wealth Management
Nebraska
$4.31M -$734K -31,836 -15%
DF
93
DecisionPoint Financial
Arizona
$4.22M +$224K +9,711 +6%
EP
94
Essential Planning
New Hampshire
$4.2M +$1.07M +46,615 +34%
WFAG
95
Wescott Financial Advisory Group
Pennsylvania
$4.16M +$1.17M +50,715 +39%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$4.16M +$863K +37,449 +26%
ST
97
Sageworth Trust
Pennsylvania
$4.03M -$18.1K -785 -0.4%
CPW
98
Catalyst Private Wealth
California
$3.96M +$256K +11,123 +7%
DAS
99
Dynamic Advisor Solutions
Arizona
$3.85M +$2.11M +91,686 +121%
MCM
100
MAI Capital Management
Ohio
$3.82M +$713K +30,950 +23%

DFAE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAE positions and 10 closed out — a net gain of 34 holders — while 193 added to existing stakes and 71 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.5M. The largest seller was Creative Planning, cutting an estimated $40.1M.

  • 336 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2023, up from 307 in Q4 2022.
  • Funds reported $1.77B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +34 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $25.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2023 was Creative Planning, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.