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Dimensional Emerging Core Equity Market ETF
DFAE

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434 → 449 (+15)

0.63% more ownership

Funds ownership: 81.06% → 81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 55 → 55 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$147M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$61.9M
3
WANY
Wealthspire Advisors (New York)
New York
+$57.9M
4
FMI
Factory Mutual Insurance
Massachusetts
+$45.1M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$34.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33.5M
3
Jane Street
Jane Street
New York
-$14.3M
4
Stifel Financial
Stifel Financial
Missouri
-$13.1M
5
CHP
Cable Hill Partners
Oregon
-$7.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
101
Bridgewater Advisors
New York
$8.98M +$168K +6,439 +2%
KAS
102
Kestra Advisory Services
Texas
$8.89M +$496K +19,012 +6%
AWM
103
Austin Wealth Management
Texas
$8.83M +$1.77M +67,716 +27%
SMM
104
Stadion Money Management
Georgia
$8.73M +$960K +36,825 +13%
PGF
105
Plan Group Financial
Oklahoma
$8.61M +$446K +17,099 +6%
VF
106
Vawter Financial
Ohio
$8.57M +$185K +7,096 +2%
SPA
107
Shore Point Advisors
New Jersey
$8.53M +$57.2K +2,195 +0.7%
LPL Financial
108
LPL Financial
California
$8.51M +$810K +31,078 +11%
EWA
109
Exencial Wealth Advisors
Oklahoma
$8.48M -$108K -4,127 -1%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$8.11M -$147K -5,641 -2%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$8.05M +$107K +4,103 +1%
SCM
112
SOL Capital Management
Maryland
$7.77M -$1.47M -56,495 -17%
PCM
113
Perritt Capital Management
Illinois
$7.73M +$95.9K +3,678 +1%
BHWM
114
Beaird Harris Wealth Management
Texas
$7.72M -$267K -10,248 -4%
W
115
Wealthquest
Ohio
$7.67M +$1.27M +48,768 +21%
TCM
116
Towneley Capital Management
California
$7.55M -$55.9K -2,142 -0.8%
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$7.53M +$7.18M +275,261 New
CWS
118
Confluence Wealth Services
Pennsylvania
$7.4M +$7.04M +269,900 New
MGWA
119
Monument Group Wealth Advisors
Massachusetts
$7.37M +$484K +18,543 +7%
CAM
120
Cresset Asset Management
Illinois
$7.25M +$152K +5,826 +2%
ACA
121
Aptus Capital Advisors
Alabama
$7.11M +$283K +10,835 +4%
GC
122
Grimes & Company
Massachusetts
$6.99M +$301K +11,533 +5%
LFG
123
Larson Financial Group
Missouri
$6.78M -$569K -21,837 -8%
FWS
124
FinDec Wealth Services
California
$6.72M +$294K +11,283 +5%
EP
125
Essential Planning
New Hampshire
$6.7M +$147K +5,653 +2%
3 4
5
6 7

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.