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Dimensional Emerging Core Equity Market ETF

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
Evergreen Capital Management
Washington
$8.27M +$137K +5,990 +2%
PCMC
77
Private Capital Management (Colorado)
Colorado
$8.1M +$1.28M +56,033 +20%
MA
78
Mutual Advisors
Nebraska
$8.05M +$6.62M +289,488 +655%
CWR
79
Chico Wealth RIA
California
$8M -$12.1K -531 -0.2%
BHWM
80
Beaird Harris Wealth Management
Texas
$7.95M -$123K -5,365 -2%
PWMG
81
Pioneer Wealth Management Group
Texas
$7.84M +$2.14M +93,426 +40%
EWA
82
Exencial Wealth Advisors
Oklahoma
$7.84M +$785K +34,322 +12%
CFO
83
Collective Family Office
Pennsylvania
$7.69M +$163K +7,148 +2%
SPA
84
Shore Point Advisors
New Jersey
$7.55M -$260K -11,378 -4%
LFG
85
Larson Financial Group
Missouri
$7.38M +$650K +28,453 +10%
SHFA
86
SC&H Financial Advisors
Maryland
$7.13M -$492K -21,546 -7%
Betterment LLC
87
Betterment LLC
New York
$7.08M +$1.5M +65,758 +29%
WFAG
88
Wescott Financial Advisory Group
Pennsylvania
$7.03M +$266K +11,651 +4%
KSWWM
89
Keyes Stange & Wooten Wealth Management
Florida
$6.99M +$6.62M +289,808 New
LPL Financial
90
LPL Financial
California
$6.88M +$1.74M +75,960 +36%
TCM
91
Towneley Capital Management
California
$6.82M +$6.47M +283,038 New
BA
92
Bridgewater Advisors
New York
$6.82M +$1.86M +81,306 +40%
VF
93
Vawter Financial
Ohio
$6.8M +$1.44M +62,823 +29%
IFA
94
Index Fund Advisors
California
$6.68M +$1.68M +73,310 +36%
PCM
95
Perritt Capital Management
Illinois
$6.63M +$110K +4,829 +2%
FW
96
FirstPurpose Wealth
Utah
$6.56M +$564K +24,679 +10%
TAM
97
TCP Asset Management
Ohio
$6.54M +$335K +14,649 +6%
AFS
98
Annapolis Financial Services
Maryland
$6.42M +$114K +5,004 +2%
PWM
99
PBMares Wealth Management
Virginia
$6.35M +$1.41M +61,556 +31%
TI
100
tru Independence
Oregon
$6.28M +$3.14M +137,429 +112%

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.