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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

343 hedge funds and large institutions have $1.93B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 190 increasing their positions, 97 reducing their positions, and 16 closing their positions.

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
5.41%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
28
Increased
190
Reduced
97
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$80.9M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$12.5M
3
Retirement Systems of Alabama
3
Retirement Systems of Alabama
Alabama
$10M
4
PO
4
Private Ocean
California
$14M
5
AWM
5
Avondale Wealth Management
Texas
$8.06M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$92.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$105M
5
OIS
5
Okabena Investment Services
Minnesota
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$4.36M +$3.21M +136,724 +278%
FPCG
102
Forum Private Client Group
Indiana
$4.27M +$546K +23,253 +15%
QFA
103
Quantum Financial Advisors
California
$4.25M -$286K -12,185 -6%
MCM
104
MAI Capital Management
Ohio
$4.17M +$274K +11,681 +7%
ST
105
Sageworth Trust
Pennsylvania
$4.15M +$45.7K +1,950 +1%
Betterment LLC
106
Betterment LLC
New York
$4.08M +$711K +30,313 +21%
PWMG
107
Pioneer Wealth Management Group
Texas
$4.04M +$784K +33,401 +24%
WDG
108
Wealth Dimensions Group
Ohio
$4.01M +$439K +18,693 +12%
CPW
109
Catalyst Private Wealth
California
$3.95M -$83K -3,536 -2%
SWA
110
Sax Wealth Advisors
New Jersey
$3.93M +$913K +38,931 +30%
JTWM
111
Jackson Thornton Wealth Management
Alabama
$3.92M +$3.22M +137,264 +462%
W
112
Wealthquest
Ohio
$3.87M +$418K +17,827 +12%
AWM
113
Avior Wealth Management
Nebraska
$3.85M -$538K -22,937 -12%
WCWM
114
Willow Creek Wealth Management
California
$3.78M -$70.8K -3,017 -2%
Stifel Financial
115
Stifel Financial
Missouri
$3.56M +$105K +4,494 +3%
BA
116
Bridgewater Advisors
New York
$3.52M +$818K +34,847 +30%
ACA
117
Aptus Capital Advisors
Alabama
$3.36M -$106K -4,523 -3%
LFA
118
Level Financial Advisors
New York
$3.32M +$147K +6,256 +5%
SFA
119
Sequoia Financial Advisors
Ohio
$3.22M -$3.25M -138,651 -50%
TIM
120
Tortoise Investment Management
New York
$3.2M +$212K +9,028 +7%
SMA
121
Seven Mile Advisory
New Jersey
$3.19M +$3.19M +136,123 New
CFO
122
CVA Family Office
Colorado
$3.19M +$155K +6,590 +5%
KAM
123
KEB Asset Management
Illinois
$3.17M +$336K +14,334 +12%
DI
124
Disciplined Investments
Oklahoma
$3.12M -$43.1K -1,837 -1%
AF
125
Allworth Financial
California
$2.97M -$568K -24,214 -16%
3 4
5
6 7