DFAE icon

Dimensional Emerging Core Equity Market ETF

411 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 113 reducing their positions, and 21 closing their positions.

Holders
411
Holders Change
+53
Holders Change %
+14.8%
% of All Funds
6.03%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
79
Increased
189
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$6.24M +$115K +4,773 +2%
VWA
102
Valued Wealth Advisors
Utah
$6.24M +$6.24M +276,264 New
WDG
103
Wealth Dimensions Group
Ohio
$6.09M +$852K +35,334 +16%
LFGO
104
Legacy Financial Group (Oklahoma)
Oklahoma
$6.01M -$549K -22,771 -8%
PGF
105
Plan Group Financial
Oklahoma
$5.88M -$4.46M -185,098 -43%
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$5.84M -$220K -9,132 -4%
1WM
107
1900 Wealth Management
Texas
$5.83M +$5.22M +216,581 +858%
AA
108
Advisory Alpha
Michigan
$5.75M +$114K +4,737 +2%
UB
109
UMB Bank
Missouri
$5.62M
FWS
110
FinDec Wealth Services
California
$5.62M +$125K +5,203 +2%
FA
111
Financial Alternatives
California
$5.34M +$146K +6,051 +3%
OCM
112
One Capital Management
California
$5.33M +$5.33M +221,254 New
ACA
113
Aptus Capital Advisors
Alabama
$5.3M -$193K -8,009 -4%
PAG
114
Private Advisor Group
New Jersey
$5.3M +$1.18M +48,995 +29%
PA
115
Pinnacle Associates
New York
$5.2M -$133K -5,510 -2%
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
$5.19M -$133K -5,510 -2%
FPCG
117
Forum Private Client Group
Indiana
$5.14M +$5.14M +213,160 New
EP
118
Essential Planning
New Hampshire
$5.08M +$161K +6,676 +3%
FAIM
119
Financial Advocates Investment Management
Washington
$4.98M -$2.69M -111,480 -35%
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$4.96M +$4.96M +205,833 New
MGWA
121
Monument Group Wealth Advisors
Massachusetts
$4.91M +$4.91M +203,828 New
DF
122
DecisionPoint Financial
Arizona
$4.9M +$2.32K +96 +0%
MCM
123
MAI Capital Management
Ohio
$4.84M +$520K +21,570 +12%
W
124
Wealthquest
Ohio
$4.68M +$341K +14,127 +8%
SWM
125
Sterling Wealth Management
Illinois
$4.66M +$4.66M +193,128 New