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Dimensional Emerging Core Equity Market ETF

152 hedge funds and large institutions have $265M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 61 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 10

369% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 13

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

155% more capital invested

Capital invested by funds: $104M → $265M (+$161M)

69% more funds holding

Funds holding: 90152 (+62)

19.49% more ownership

Funds ownership: 29.39%48.88% (+19%)

Holders
152
Holders Change
+62
Holders Change %
+68.89%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
72
Increased
61
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
126
TCI Wealth Advisors
Arizona
$96K
JWA
127
JFS Wealth Advisors
Pennsylvania
$88K +$87.9K +3,201 New
IA
128
IFP Advisors
Florida
$76K -$2.8K -102 -4%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$70K +$70.6K +2,570 New
CWP
130
Concord Wealth Partners
Virginia
$55K +$55.7K +2,027 New
SFG
131
Steward Financial Group
Texas
$47K +$47.3K +1,724 New
PCM
132
Penserra Capital Management
California
$35K +$11.9K +434 +50%
ADL
133
Asset Dedication LLC
California
$28K +$27.7K +1,009 New
HNWA
134
Henrickson Nauta Wealth Advisors
Michigan
$24K +$24.2K +883 New
BFC
135
Bedel Financial Consulting
Indiana
$23K +$10.2K +372 +79%
AA
136
Ancora Advisors
Ohio
$16K
OA
137
Operose Advisors
Wisconsin
$14K +$14K +508 New
TWC
138
TD Waterhouse Canada
Ontario, Canada
$14K +$14K +510 New
DHGWA
139
Dixon Hughes Goodman Wealth Advisors
North Carolina
$13K +$12.7K +461 New
SC
140
Schubert & Co
Texas
$12K +$11.7K +426 New
GAM
141
Gemmer Asset Management
California
$11K +$55 +2 +0.5%
QCG
142
Quadrant Capital Group
Ohio
$9K +$9.5K +346 New
FCG
143
Financial Connections Group
California
$9K +$9.61K +350 New
SFM
144
Signet Financial Management
New Jersey
$7K +$6.87K +250 New
ME
145
McIlrath & Eck
Washington
$6K +$5.6K +204 New
SPA
146
Shore Point Advisors
New Jersey
$6K +$6.43K +234 New
RIM
147
Rockbridge Investment Management
New York
$5K +$4.59K +167 New
MFC
148
Morris Financial Concepts
South Carolina
$3K +$2.64K +96 New
SIC
149
Salem Investment Counselors
North Carolina
$2K +$1.7K +62 New
Morgan Stanley
150
Morgan Stanley
New York
$2K +$1.81K +66 New

DFAE Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2021, worth a combined $265M — up 155% from $104M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DFAE positions and 10 closed out — a net gain of 62 holders — while 61 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $16.3M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.1M sold.

  • 152 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $265M of Dimensional Emerging Core Equity Market ETF stock for Q4 2021, up 155% quarter-over-quarter.
  • 72 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2021 and 10 closed out, a net change of +62 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $16.3M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2021.