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Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$11.2M -$18.1M -715,472 -62%
VAMG
77
Voisard Asset Management Group
Michigan
$11.2M +$10.9M +431,939 +154,817%
EFP
78
Envision Financial Planning
Tennessee
$11.1M +$516K +20,371 +5%
EA
79
Efficient Advisors
Ohio
$10.8M -$99.5K -3,927 -0.9%
PCMC
80
Private Capital Management (Colorado)
Colorado
$10.7M +$1.12M +44,248 +12%
PWMG
81
Pioneer Wealth Management Group
Texas
$10.7M +$1.14M +45,003 +12%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$10M +$1.6M +63,206 +19%
AWM
83
Avondale Wealth Management
Texas
$9.68M -$298K -11,760 -3%
Cerity Partners
84
Cerity Partners
New York
$9.63M +$3.1M +122,363 +49%
IFA
85
Index Fund Advisors
California
$9.61M +$1.47M +57,860 +18%
AC
86
AWM Capital
Arizona
$9.6M -$150K -5,931 -2%
CWR
87
Chico Wealth RIA
California
$9.51M +$397K +15,675 +4%
TAM
88
TCP Asset Management
Ohio
$9.36M +$381K +15,044 +4%
KSWWM
89
Keyes Stange & Wooten Wealth Management
Florida
$9.02M +$534K +21,087 +6%
ECM
90
Evergreen Capital Management
Washington
$8.91M +$40.6K +1,600 +0.5%
PWM
91
PBMares Wealth Management
Virginia
$8.89M +$826K +32,607 +10%
SCM
92
SOL Capital Management
Maryland
$8.79M -$668K -26,345 -7%
SFA
93
Sequoia Financial Advisors
Ohio
$8.4M +$6.76M +266,566 +457%
BA
94
Bridgewater Advisors
New York
$8.38M +$355K +13,997 +4%
DI
95
DDFG Inc
California
$8.31M -$69.2K -2,729 -0.8%
SHFA
96
SC&H Financial Advisors
Maryland
$8.28M +$443K +17,468 +6%
WDG
97
Wealth Dimensions Group
Ohio
$8.25M +$822K +32,432 +11%
EWA
98
Exencial Wealth Advisors
Oklahoma
$8.11M -$447K -17,640 -5%
DWM
99
Diversify Wealth Management
Utah
$8.07M +$8.36M +330,008 New
NDSI
100
Newman Dignan & Sheerar Inc
Rhode Island
$8.02M +$604K +23,831 +8%

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.