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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

335 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 70 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
5.36%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
70
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$28.2M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$24.9M
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
UBS Group
4
UBS Group
Switzerland
$64M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$13.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$43.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$63K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$696K
4
SFA
4
Sequoia Financial Advisors
Ohio
$6.35M
5
FTUS
5
Flow Traders U.S.
New York
$743K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$3.79M +$828K +35,965 +28%
WCWM
102
Willow Creek Wealth Management
California
$3.78M +$274K +11,896 +8%
FPCG
103
Forum Private Client Group
Indiana
$3.66M +$432K +18,774 +13%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$3.6M +$87.1K +3,783 +2%
WDG
105
Wealth Dimensions Group
Ohio
$3.5M +$537K +23,320 +18%
FCB
106
First Command Bank
Texas
$3.49M -$1.06M -46,000 -23%
FCFS
107
First Command Financial Services
Texas
$3.49M -$1.06M -46,000 -23%
HWM
108
HFG Wealth Management
Texas
$3.49M +$3.49M +151,732 New
AF
109
Allworth Financial
California
$3.47M -$215K -9,321 -6%
ACA
110
Aptus Capital Advisors
Alabama
$3.4M -$114K -4,959 -3%
Stifel Financial
111
Stifel Financial
Missouri
$3.39M +$300K +13,017 +10%
W
112
Wealthquest
Ohio
$3.39M +$435K +18,918 +15%
Betterment LLC
113
Betterment LLC
New York
$3.31M +$318K +13,801 +11%
AWM
114
Arista Wealth Management
Nevada
$3.22M +$2.51M +109,224 +359%
PWMG
115
Pioneer Wealth Management Group
Texas
$3.2M +$186K +8,082 +6%
LFA
116
Level Financial Advisors
New York
$3.11M +$588K +25,554 +23%
DI
117
Disciplined Investments
Oklahoma
$3.1M +$432K +18,785 +16%
LPL Financial
118
LPL Financial
California
$2.98M +$621K +26,987 +26%
CFO
119
CVA Family Office
Colorado
$2.98M +$4.12K +179 +0.1%
SWA
120
Sax Wealth Advisors
New Jersey
$2.96M +$452K +19,619 +18%
TIM
121
Tortoise Investment Management
New York
$2.93M +$444K +19,298 +18%
Osaic Holdings
122
Osaic Holdings
Arizona
$2.84M -$1.01M -44,066 -26%
KAM
123
KEB Asset Management
Illinois
$2.78M +$49.7K +2,158 +2%
HWMT
124
Heritage Wealth Management (Texas)
Texas
$2.76M +$130K +5,627 +5%
WWP
125
Waypoint Wealth Partners
California
$2.74M – – –
3 4
5
6 7