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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CGN Advisors
Kansas
$1.34M +$206K +9,132 +16%
DAS
102
Dynamic Advisor Solutions
Arizona
$1.33M +$108K +4,791 +8%
MRWM
103
ML&R Wealth Management
Texas
$1.33M +$644K +28,525 +76%
BAM
104
Baldrige Asset Management
Pennsylvania
$1.29M +$327K +14,482 +29%
EAM
105
Evanson Asset Management
California
$1.24M +$6.05K +268 +0.4%
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$1.21M +$26.8K +1,187 +2%
SSWG
107
Seven Springs Wealth Group
Tennessee
$1.19M +$1.34M +59,416 New
ALWM
108
Andrews Lucia Wealth Management
California
$1.19M +$438K +19,407 +49%
BWG
109
Beta Wealth Group
California
$1.17M +$46.6K +2,064 +4%
SSC
110
Syverson Strege & Co
Iowa
$1.1M +$252K +11,155 +26%
EWA
111
Exencial Wealth Advisors
Oklahoma
$1.1M +$1.24M +54,736 New
MCM
112
MAI Capital Management
Ohio
$1.09M +$1.22M +54,092 New
AWM
113
AE Wealth Management
Kansas
$1.07M +$203K +8,980 +20%
RJA
114
Raymond James & Associates
Florida
$1.07M +$1.2M +53,302 New
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$1.07M +$48.9K +2,169 +4%
TWA
116
TCI Wealth Advisors
Arizona
$1.06M +$115K +5,115 +11%
KAS
117
Kestra Advisory Services
Texas
$996K +$224K +9,933 +25%
AF
118
Advisornet Financial
Minnesota
$974K +$479K +21,225 +78%
CFS
119
Cannon Financial Strategists
Georgia
$969K +$342K +15,136 +46%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$962K +$88.6K +3,925 +9%
FCB
121
First Command Bank
Texas
$928K +$1.04M +46,177 New
FCFS
122
First Command Financial Services
Texas
$928K +$1.04M +46,177 New
SC
123
Shearwater Capital
Colorado
$923K +$28.8K +1,277 +3%
HIGP
124
Hill Investment Group Partners
Missouri
$864K -$71.5K -3,169 -7%
OIS
125
Okabena Investment Services
Minnesota
$826K -$1.42M -63,142 -61%

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.