DFAE icon

Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

306 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, 134 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
306
Holders Change
+76
Holders Change %
+33.04%
% of All Funds
4.94%
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
134
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$79.9M
2
UBS Group
2
UBS Group
Switzerland
$42.7M
3
Mariner
3
Mariner
Kansas
$54.6M
4
FWP
4
Falcon Wealth Planning
California
$18.6M
5
Bank of America
5
Bank of America
North Carolina
$38.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$126M
2
PPW
2
Parcion Private Wealth
Washington
$1.1M
3
PFO
3
Pathstone Family Office
New Jersey
$4.09M
4
OMC
4
Old Mission Capital
Illinois
$12.5M
5
WFA
5
West Financial Advisors
Iowa
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$2.97M +$1.78M +81,079 +150%
Stifel Financial
102
Stifel Financial
Missouri
$2.94M +$344K +15,653 +13%
PWMG
103
Pioneer Wealth Management Group
Texas
$2.87M +$2.87M +130,771 New
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$2.86M +$2.04M +92,880 +249%
Betterment LLC
105
Betterment LLC
New York
$2.85M +$687K +31,274 +32%
CFO
106
CVA Family Office
Colorado
$2.83M -$657K -29,923 -19%
WDG
107
Wealth Dimensions Group
Ohio
$2.83M -$24.1K -1,099 -0.8%
W
108
Wealthquest
Ohio
$2.81M +$1.18M +53,568 +72%
EP
109
Essential Planning
New Hampshire
$2.73M +$2.73M +135,863 New
WWP
110
Waypoint Wealth Partners
California
$2.61M +$2.61M +118,884 New
KAM
111
KEB Asset Management
Illinois
$2.61M +$2.31M +105,435 +792%
DI
112
Disciplined Investments
Oklahoma
$2.55M +$413K +18,823 +19%
HWMT
113
Heritage Wealth Management (Texas)
Texas
$2.51M +$2.51M +114,145 New
ALWM
114
Andrews Lucia Wealth Management
California
$2.45M +$1.15M +52,417 +89%
LWM
115
Lodestone Wealth Management
Washington
$2.45M +$2.45M +111,401 New
FWM
116
FMB Wealth Management
California
$2.41M +$2.41M +109,843 New
LFA
117
Level Financial Advisors
New York
$2.41M +$538K +24,528 +29%
SWA
118
Sax Wealth Advisors
New Jersey
$2.39M +$549K +25,006 +30%
TIM
119
Tortoise Investment Management
New York
$2.37M +$555K +25,265 +30%
FHC
120
Fort Henry Capital
West Virginia
$2.34M +$677K +30,828 +41%
AP
121
Adero Partners
California
$2.32M -$4.8M -218,614 -67%
SPI
122
Sutton Place Investors
New York
$2.26M -$642K -29,255 -22%
LPL Financial
123
LPL Financial
California
$2.25M +$1.73M +78,762 +331%
WFA
124
WMG Financial Advisors
Tennessee
$2.24M +$99.5K +4,532 +5%
SIS
125
Strategic Investment Solutions
Illinois
$2.08M +$2.08M +86,753 New
3 4
5
6 7