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Dimensional Emerging Core Equity Market ETF

152 hedge funds and large institutions have $265M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 61 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 10

369% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 13

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

155% more capital invested

Capital invested by funds: $104M → $265M (+$161M)

69% more funds holding

Funds holding: 90152 (+62)

19.49% more ownership

Funds ownership: 29.39%48.88% (+19%)

Holders
152
Holders Change
+62
Holders Change %
+68.89%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
72
Increased
61
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
CPWM LLC
Washington
$362K
MML Investors Services
102
MML Investors Services
Massachusetts
$355K +$70.4K +2,562 +25%
QCIG
103
Quad-Cities Investment Group
Iowa
$355K +$357K +12,989 New
CWM
104
CarsonAllaria Wealth Management
Illinois
$346K +$347K +12,632 New
CA
105
Claris Advisors
Missouri
$343K +$344K +12,529 New
LFA
106
Lauterbach Financial Advisors
Texas
$320K +$321K +11,701 New
MWM
107
Modera Wealth Management
New Jersey
$299K +$300K +10,930 New
PFG
108
Pinnacle Financial Group
Illinois
$298K +$299K +10,897 New
MFW
109
Mosaic Family Wealth
Missouri
$296K -$4.53K -165 -2%
PCM
110
Parsons Capital Management
Rhode Island
$279K +$23.8K +868 +9%
FPAS
111
Focus Partners Advisor Solutions
Missouri
$273K +$279K +10,173 New
PFA
112
Pinnacle Family Advisors
Missouri
$254K -$5.58K -203 -2%
RF
113
Resolute Financial
Massachusetts
$249K +$250K +9,116 New
UWM
114
USAdvisors Wealth Management
Minnesota
$230K +$231K +8,411 New
TFA
115
Triad Financial Advisors
North Carolina
$222K +$223K +8,124 New
GPA
116
Garrison Point Advisors
California
$221K +$222K +8,068 New
IAG
117
Investmark Advisory Group
Connecticut
$218K +$219K +7,985 New
SCM
118
SOL Capital Management
Maryland
$209K +$210K +7,630 New
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$9.01K +328 +5%
GA
120
Greenspring Advisors
Maryland
$203K +$204K +7,411 New
TIM
121
Tortoise Investment Management
New York
$192K -$103K -3,741 -35%
SWM
122
Spire Wealth Management
Virginia
$187K
CMBA
123
C.M. Bidwell & Associates
Hawaii
$166K -$195K -7,110 -54%
CPA
124
Cardiff Park Advisors
California
$148K +$148K +5,403 New
AF
125
Allworth Financial
California
$113K -$1.7M -61,796 -94%

DFAE Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2021, worth a combined $265M — up 155% from $104M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DFAE positions and 10 closed out — a net gain of 62 holders — while 61 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $16.3M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.1M sold.

  • 152 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $265M of Dimensional Emerging Core Equity Market ETF stock for Q4 2021, up 155% quarter-over-quarter.
  • 72 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2021 and 10 closed out, a net change of +62 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $16.3M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2021.