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Dimensional Emerging Core Equity Market ETF

179 hedge funds and large institutions have $429M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 21

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

62% more capital invested

Capital invested by funds: $265M → $429M (+$163M)

18% more funds holding

Funds holding: 152179 (+27)

6.47% more ownership

Funds ownership: 48.88%55.36% (+6.5%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.82%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
38
Increased
109
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MRWM
101
ML&R Wealth Management
Texas
$817K +$177K +6,615 +27%
CW
102
CreativeOne Wealth
Kansas
$779K +$24K +894 +3%
Bank of America
103
Bank of America
North Carolina
$772K +$789K +29,439 New
AC
104
Apella Capital
Connecticut
$767K +$153K +5,705 +24%
AWM
105
AE Wealth Management
Kansas
$752K +$768K +28,645 New
OPS
106
Orion Portfolio Solutions
Nebraska
$732K +$111K +4,132 +17%
CSB
107
City State Bank
Iowa
$653K +$195K +7,255 +41%
KAS
108
Kestra Advisory Services
Texas
$615K +$129K +4,816 +26%
AF
109
Advisornet Financial
Minnesota
$607K +$84.9K +3,167 +16%
SWA
110
Sax Wealth Advisors
New Jersey
$596K +$96.6K +3,602 +19%
FPAS
111
Focus Partners Advisor Solutions
Missouri
$576K +$314K +11,727 +115%
FNBSF
112
First National Bank Sioux Falls
South Dakota
$572K
AC
113
Applied Capital
Arkansas
$563K +$87.4K +3,258 +18%
QCIG
114
Quad-Cities Investment Group
Iowa
$557K +$221K +8,236 +63%
SHWM
115
Silicon Hills Wealth Management
Texas
$539K -$79.8K -2,977 -13%
CL
116
CPWM LLC
Washington
$511K +$166K +6,204 +47%
PAG
117
Private Advisor Group
New Jersey
$496K +$507K +18,900 New
BFC
118
Bedel Financial Consulting
Indiana
$487K +$475K +17,729 +2,111%
SCM
119
SOL Capital Management
Maryland
$484K +$290K +10,802 +142%
VCM
120
Versant Capital Management
Arizona
$482K -$23.7K -885 -5%
CWM
121
CarsonAllaria Wealth Management
Illinois
$462K +$133K +4,977 +39%
WG
122
Watchman Group
Texas
$459K -$55.9K -2,086 -11%
RGF
123
Retirement Guys Formula
Ohio
$453K +$463K +17,265 New
HWM
124
HB Wealth Management
Georgia
$439K +$448K +16,712 New
IAG
125
Investmark Advisory Group
Connecticut
$438K +$234K +8,730 +109%

DFAE Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2022, worth a combined $429M — up 62% from $265M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFAE positions and 10 closed out — a net gain of 28 holders — while 109 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 179 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $429M of Dimensional Emerging Core Equity Market ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 38 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2022 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2022 was HighTower Advisors, an estimated $16.1M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2022.