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Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
76
DiNuzzo Private Wealth
Pennsylvania
$12.5M -$12.6K -482 -0.1%
WFAG
77
Wescott Financial Advisory Group
Pennsylvania
$12.5M +$219K +8,414 +2%
PWA
78
Physician Wealth Advisors
Utah
$12.5M -$149K -5,710 -1%
PWMG
79
Pioneer Wealth Management Group
Texas
$12.1M +$785K +30,117 +7%
IWC
80
Integrated Wealth Concepts
Massachusetts
$12M +$139K +5,337 +1%
EA
81
Efficient Advisors
Ohio
$12M +$550K +21,088 +5%
IFA
82
Index Fund Advisors
California
$12M +$1.73M +66,415 +18%
CIAS
83
CFS Investment Advisory Services
New Jersey
$11.9M -$19.8K -759 -0.2%
BJL
84
Brighton Jones LLC
Washington
$11.3M -$639K -24,509 -6%
BP
85
BWM Planning
Texas
$10.8M +$10.3M +393,519 New
AWM
86
Avondale Wealth Management
Texas
$10.7M +$432K +16,567 +4%
PCMC
87
Private Capital Management (Colorado)
Colorado
$10.6M -$677K -25,957 -6%
PWM
88
PBMares Wealth Management
Virginia
$10.5M +$991K +38,024 +11%
WDG
89
Wealth Dimensions Group
Ohio
$10.4M +$1.62M +62,283 +20%
CWR
90
Chico Wealth RIA
California
$10.3M +$229K +8,763 +2%
TAM
91
TCP Asset Management
Ohio
$10.2M +$247K +9,482 +3%
SFA
92
Sequoia Financial Advisors
Ohio
$10.2M +$1.2M +46,023 +14%
ECM
93
Evergreen Capital Management
Washington
$10.1M +$585K +22,425 +7%
AC
94
AWM Capital
Arizona
$10M -$121K -4,643 -1%
KSWWM
95
Keyes Stange & Wooten Wealth Management
Florida
$9.83M +$256K +9,808 +3%
SWM
96
Sterling Wealth Management
Illinois
$9.7M +$2.62M +100,408 +40%
Betterment LLC
97
Betterment LLC
New York
$9.25M +$1.37M +52,654 +18%
SHFA
98
SC&H Financial Advisors
Maryland
$9.18M +$394K +15,116 +5%
NDSI
99
Newman Dignan & Sheerar Inc
Rhode Island
$9.16M +$804K +30,843 +10%
DWM
100
Diversify Wealth Management
Utah
$9.1M +$230K +8,816 +3%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.