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Dimensional Emerging Core Equity Market ETF
DFAE

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 13 → 33 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231 → 307 (+76)

4.05% more ownership

Funds ownership: 74.78% → 78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$77.4M
2
UBS Group
UBS Group
Switzerland
+$35.8M
3
Mariner
Mariner
Kansas
+$19.3M
4
FWP
Falcon Wealth Planning
California
+$18M
5
Bank of America
Bank of America
North Carolina
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.9M
2
PPW
Parcion Private Wealth
Washington
-$45.9M
3
PFO
Pathstone Family Office
New Jersey
-$30.5M
4
OMC
Old Mission Capital
Illinois
-$10.8M
5
WFA
West Financial Advisors
Iowa
-$4.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
101
MAI Capital Management
Ohio
$2.97M +$1.73M +81,079 +150%
Stifel Financial
102
Stifel Financial
Missouri
$2.94M +$333K +15,653 +13%
PWMG
103
Pioneer Wealth Management Group
Texas
$2.87M +$2.78M +130,771 New
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$2.86M +$1.98M +92,880 +249%
Betterment LLC
105
Betterment LLC
New York
$2.85M +$665K +31,274 +32%
CFO
106
CVA Family Office
Colorado
$2.83M -$637K -29,923 -19%
WDG
107
Wealth Dimensions Group
Ohio
$2.83M -$23.4K -1,099 -0.8%
W
108
Wealthquest
Ohio
$2.81M +$1.14M +53,568 +72%
EP
109
Essential Planning
New Hampshire
$2.73M +$2.89M +135,863 New
WWP
110
Waypoint Wealth Partners
California
$2.61M +$2.53M +118,884 New
KAM
111
KEB Asset Management
Illinois
$2.61M +$2.24M +105,435 +792%
DI
112
Disciplined Investments
Oklahoma
$2.55M +$401K +18,823 +19%
HWMT
113
Heritage Wealth Management (Texas)
Texas
$2.51M +$2.43M +114,145 New
ALWM
114
Andrews Lucia Wealth Management
California
$2.45M +$1.12M +52,417 +89%
LWM
115
Lodestone Wealth Management
Washington
$2.45M +$2.37M +111,401 New
FWM
116
FMB Wealth Management
California
$2.41M +$2.34M +109,843 New
LFA
117
Level Financial Advisors
New York
$2.41M +$522K +24,528 +29%
SWA
118
Sax Wealth Advisors
New Jersey
$2.39M +$532K +25,006 +30%
TIM
119
Tortoise Investment Management
New York
$2.37M +$538K +25,265 +30%
FHC
120
Fort Henry Capital
West Virginia
$2.34M +$656K +30,828 +41%
AP
121
Adero Partners
California
$2.32M -$4.65M -218,614 -67%
BEW
122
Burton Enright Welch
California
$2.3M +$696K +32,725 +45%
SPI
123
Sutton Place Investors
New York
$2.26M -$623K -29,255 -22%
LPL Financial
124
LPL Financial
California
$2.25M +$1.68M +78,762 +331%
WFA
125
WMG Financial Advisors
Tennessee
$2.24M +$96.4K +4,532 +5%
3 4
5
6 7

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.