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Dimensional Emerging Core Equity Market ETF

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179218 (+39)

13.71% more ownership

Funds ownership: 55.36%69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
101
TCI Wealth Advisors
Arizona
$1.11M +$838K +34,243 +253%
AA
102
Advisory Alpha
Michigan
$1.08M +$94.1K +3,845 +9%
HIGP
103
Hill Investment Group Partners
Missouri
$1.07M -$2.4M -97,906 -68%
IA
104
IFP Advisors
Florida
$1.06M
ALWM
105
Andrews Lucia Wealth Management
California
$1.04M -$72.4K -2,957 -7%
SC
106
Shearwater Capital
Colorado
$1.03M +$136K +5,543 +15%
AWM
107
AE Wealth Management
Kansas
$1.03M +$385K +15,728 +55%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$1.02M -$12.4K -507 -1%
SSC
109
Syverson Strege & Co
Iowa
$1.01M +$15K +613 +1%
HFA
110
Highland Financial Advisors
New Jersey
$1M +$1.06M +43,381 New
BA
111
Bristlecone Advisors
Washington
$990K -$112K -4,578 -10%
SWA
112
Sax Wealth Advisors
New Jersey
$934K +$431K +17,616 +78%
KAS
113
Kestra Advisory Services
Texas
$918K +$397K +16,203 +69%
PAG
114
Private Advisor Group
New Jersey
$913K +$503K +20,557 +109%
LWAC
115
Laurel Wealth Advisors (California)
California
$888K +$83.6K +3,414 +10%
MCA
116
Maryland Capital Advisors
Maryland
$880K -$564K -23,037 -38%
MRWM
117
ML&R Wealth Management
Texas
$867K +$154K +6,306 +20%
CI
118
Cordant Inc
Oregon
$858K +$514 +21 +0.1%
PP
119
PrairieView Partners
Minnesota
$854K -$286K -11,672 -24%
RW
120
RVW Wealth
California
$820K +$867K +35,396 New
SFG
121
Steward Financial Group
Texas
$809K +$799K +32,640 +1,404%
CIAS
122
Capital Investment Advisory Services
North Carolina
$800K +$33.2K +1,357 +4%
DADC
123
D.A. Davidson & Co
Montana
$798K +$844K +34,455 New
OPS
124
Orion Portfolio Solutions
Nebraska
$792K +$155K +6,315 +23%
TIM
125
Tortoise Investment Management
New York
$775K -$243K -9,916 -23%

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.