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Dimensional Emerging Core Equity Market ETF
DFAE

336 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, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

172% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 71

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$237M)

9% more funds holding

Funds holding: 307 → 336 (+29)

3% more funds holding in top 10

Funds holding in top 10: 33 → 34 (+1)

1.46% less ownership

Funds ownership: 78.83% → 77.37% (-1.5%)

Holders
336
Holders Change
+29
Holders Change %
+9.45%
% of All Funds
5.35%
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
71
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$25.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$24.3M
3
Bank of America
Bank of America
North Carolina
+$22.6M
4
UBS Group
UBS Group
Switzerland
+$19.2M
5
MSWMA
Market Street Wealth Management Advisors
Indiana
+$11.9M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$40.1M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.7M
4
SFA
Sequoia Financial Advisors
Ohio
-$8.91M
5
FTUS
Flow Traders U.S.
New York
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$3.79M +$829K +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 +$433K +18,774 +13%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$3.6M +$87.2K +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 +$3.5M +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 +$436K +18,918 +15%
Betterment LLC
113
Betterment LLC
New York
$3.31M +$318K +13,801 +11%
AWM
114
Arista Wealth Management
Nevada
$3.22M +$2.52M +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 +$589K +25,554 +23%
DI
117
Disciplined Investments
Oklahoma
$3.1M +$433K +18,785 +16%
LPL Financial
118
LPL Financial
California
$2.98M +$622K +26,987 +26%
CFO
119
CVA Family Office
Colorado
$2.98M +$4.13K +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 +$445K +19,298 +18%
Osaic Holdings
122
Osaic Holdings
Arizona
$2.84M -$1.02M -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

DFAE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAE positions and 10 closed out — a net gain of 34 holders — while 193 added to existing stakes and 71 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.5M. The largest seller was Creative Planning, cutting an estimated $40.1M.

  • 336 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2023, up from 307 in Q4 2022.
  • Funds reported $1.77B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +34 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $25.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2023 was Creative Planning, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.