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Dimensional Emerging Core Equity Market ETF

413 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 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$6.24M +$109K +4,773 +2%
VWA
102
Valued Wealth Advisors
Utah
$6.24M +$6.31M +276,264 New
WDG
103
Wealth Dimensions Group
Ohio
$6.09M +$808K +35,334 +16%
LFGO
104
Legacy Financial Group (Oklahoma)
Oklahoma
$6.01M -$520K -22,771 -8%
PGF
105
Plan Group Financial
Oklahoma
$5.88M -$4.23M -185,098 -43%
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$5.84M -$209K -9,132 -4%
1WM
107
1900 Wealth Management
Texas
$5.83M +$4.95M +216,581 +858%
AA
108
Advisory Alpha
Michigan
$5.75M +$108K +4,737 +2%
UB
109
UMB Bank
Missouri
$5.62M
FWS
110
FinDec Wealth Services
California
$5.62M +$119K +5,203 +2%
FA
111
Financial Alternatives
California
$5.34M +$138K +6,051 +3%
OCM
112
One Capital Management
California
$5.33M +$5.06M +221,254 New
ACA
113
Aptus Capital Advisors
Alabama
$5.3M -$183K -8,009 -4%
PAG
114
Private Advisor Group
New Jersey
$5.3M +$1.12M +48,995 +29%
PA
115
Pinnacle Associates
New York
$5.2M -$126K -5,510 -2%
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
$5.19M -$126K -5,510 -2%
FPCG
117
Forum Private Client Group
Indiana
$5.14M +$4.87M +213,160 New
EP
118
Essential Planning
New Hampshire
$5.08M +$153K +6,676 +3%
FAIM
119
Financial Advocates Investment Management
Washington
$4.98M -$2.55M -111,480 -35%
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$4.96M +$4.7M +205,833 New
MGWA
121
Monument Group Wealth Advisors
Massachusetts
$4.91M +$4.66M +203,828 New
DF
122
DecisionPoint Financial
Arizona
$4.9M +$2.19K +96 +0%
MCM
123
MAI Capital Management
Ohio
$4.84M +$493K +21,570 +12%
W
124
Wealthquest
Ohio
$4.68M +$323K +14,127 +8%
SWM
125
Sterling Wealth Management
Illinois
$4.66M +$4.41M +193,128 New

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.