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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

522 hedge funds and large institutions have $4.27B invested in Dimensional Emerging Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 256 increasing their positions, 163 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+12
Holders Change %
+2.35%
% of All Funds
7.09%
Holding in Top 10
65
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20.37%
% of All Funds
0.88%
New
52
Increased
256
Reduced
163
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Mather Group
Illinois
+$44.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$31.9M
3
UBS Group
UBS Group
Switzerland
+$22.1M
4
BFG
Berger Financial Group
Minnesota
+$17.3M
5
LPL Financial
LPL Financial
California
+$11.6M

Top Sellers

1
CW
Curio Wealth
Maryland
-$2.83B
2
EP
Essential Planning
New Hampshire
-$396M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9.26M
5
Raymond James Financial
Raymond James Financial
Florida
-$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
76
Efficient Advisors
Ohio
$12.2M -$104K -4,012 -0.8%
WDG
77
Wealth Dimensions Group
Ohio
$12.1M +$1.22M +47,039 +11%
DPW
78
DiNuzzo Private Wealth
Pennsylvania
$12M -$129 -5 -0%
PWA
79
Physician Wealth Advisors
Utah
$11.8M -$386K -14,899 -3%
WFAG
80
Wescott Financial Advisory Group
Pennsylvania
$11.8M -$64.4K -2,486 -0.5%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$11.7M +$4.3M +166,256 +58%
MML Investors Services
82
MML Investors Services
Massachusetts
$11.5M -$306K -11,816 -3%
SC
83
SouthState Corp
Florida
$11.4M +$11.4M +439,248 New
AWM
84
Avondale Wealth Management
Texas
$11.3M +$513K +19,832 +5%
AWM
85
Austin Wealth Management
Texas
$11M +$1.54M +59,352 +16%
CIAS
86
CFS Investment Advisory Services
New Jersey
$11M -$225K -8,691 -2%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$10.6M +$684K +26,401 +7%
CWR
88
Chico Wealth RIA
California
$10.4M +$353K +13,643 +4%
TAM
89
TCP Asset Management
Ohio
$10.4M +$275K +10,633 +3%
PAG
90
Private Advisor Group
New Jersey
$10.3M +$3.7M +142,850 +56%
PGF
91
Plan Group Financial
Oklahoma
$10M +$1.87M +72,292 +23%
BP
92
BWM Planning
Texas
$10M -$42.7K -1,651 -0.4%
KSWWM
93
Keyes Stange & Wooten Wealth Management
Florida
$9.94M +$482K +18,619 +5%
PWM
94
PBMares Wealth Management
Virginia
$9.91M -$816K -31,506 -8%
SHFA
95
SC&H Financial Advisors
Maryland
$9.83M +$629K +24,283 +7%
GC
96
Grimes & Company
Massachusetts
$9.8M +$1.72M +66,599 +21%
GWWM
97
Great Waters Wealth Management
Minnesota
$9.73M -$1.63M -62,944 -14%
W
98
Wealthquest
Ohio
$9.67M +$1.73M +66,993 +22%
CWS
99
Confluence Wealth Services
Pennsylvania
$9.66M +$647K +25,288 +7%
IWC
100
Integrated Wealth Concepts
Massachusetts
$9.56M +$33.2K +1,283 +0.3%
2 3
4
5 6