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Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
101
Shore Point Advisors
New Jersey
$7.99M -$23.9K -941 -0.3%
VF
102
Vawter Financial
Ohio
$7.91M +$383K +15,097 +5%
KAS
103
Kestra Advisory Services
Texas
$7.9M +$6.35M +250,536 +456%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$7.8M -$95.6K -3,772 -1%
PGF
105
Plan Group Financial
Oklahoma
$7.69M +$403K +15,904 +6%
BHWM
106
Beaird Harris Wealth Management
Texas
$7.56M -$982K -38,732 -12%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$7.49M +$59.7K +2,357 +0.8%
Betterment LLC
108
Betterment LLC
New York
$7.37M +$412K +16,263 +6%
SMM
109
Stadion Money Management
Georgia
$7.29M +$4.21M +166,029 +144%
LPL Financial
110
LPL Financial
California
$7.22M +$488K +19,238 +7%
PCM
111
Perritt Capital Management
Illinois
$7.2M +$94.1K +3,714 +1%
TCM
112
Towneley Capital Management
California
$7.18M -$183K -7,210 -3%
LFG
113
Larson Financial Group
Missouri
$6.96M -$342K -13,513 -5%
AWM
114
Austin Wealth Management
Texas
$6.76M +$650K +25,633 +11%
CAM
115
Cresset Asset Management
Illinois
$6.69M +$6.55M +258,615 New
SWM
116
Sterling Wealth Management
Illinois
$6.56M +$894K +35,278 +16%
PAG
117
Private Advisor Group
New Jersey
$6.53M +$602K +23,757 +10%
MGWA
118
Monument Group Wealth Advisors
Massachusetts
$6.48M +$457K +18,039 +8%
ACA
119
Aptus Capital Advisors
Alabama
$6.43M +$154K +6,057 +2%
GC
120
Grimes & Company
Massachusetts
$6.3M +$164K +6,461 +3%
EP
121
Essential Planning
New Hampshire
$6.17M +$693K +27,345 +13%
FA
122
Financial Alternatives
California
$6.13M +$138K +5,453 +2%
LFGO
123
Legacy Financial Group (Oklahoma)
Oklahoma
$6.08M -$225K -8,862 -4%
FWS
124
FinDec Wealth Services
California
$6.05M +$786 +31 +0%
MCM
125
MAI Capital Management
Ohio
$6.05M +$197K +7,753 +3%

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.