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Dimensional Emerging Core Equity Market ETF

179 hedge funds and large institutions have $429M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 21

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

62% more capital invested

Capital invested by funds: $265M → $429M (+$163M)

18% more funds holding

Funds holding: 152179 (+27)

6.47% more ownership

Funds ownership: 48.88%55.36% (+6.5%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.82%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
38
Increased
109
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Claris Advisors
Missouri
$435K +$109K +4,050 +32%
AF
127
Allworth Financial
California
$432K +$331K +12,343 +299%
RHBC
128
R.H. Bluestein & Co
Michigan
$427K +$436K +16,265 New
TFA
129
Triad Financial Advisors
North Carolina
$416K +$207K +7,729 +95%
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$411K +$420K +15,663 New
CMBA
131
C.M. Bidwell & Associates
Hawaii
$383K +$228K +8,521 +140%
PFG
132
Pinnacle Financial Group
Illinois
$371K +$86.7K +3,233 +30%
BC
133
Burney Company
Virginia
$363K -$225K -8,385 -38%
WFA
134
West Financial Advisors
Iowa
$361K +$369K +13,758 New
TWA
135
TCI Wealth Advisors
Arizona
$355K +$269K +10,038 +287%
RCM
136
RNC Capital Management
California
$318K -$332K -12,400 -51%
SG
137
Stonnington Group
California
$304K +$315K +11,740 New
LFA
138
Lauterbach Financial Advisors
Texas
$302K -$4.72K -176 -2%
PCM
139
Parsons Capital Management
Rhode Island
$298K +$30.9K +1,153 +11%
RF
140
Resolute Financial
Massachusetts
$292K +$54.2K +2,022 +22%
MA
141
Mutual Advisors
Nebraska
$288K +$295K +10,994 New
UWM
142
USAdvisors Wealth Management
Minnesota
$275K +$56K +2,087 +25%
MWM
143
Modera Wealth Management
New Jersey
$263K -$24.5K -915 -8%
GA
144
Greenspring Advisors
Maryland
$257K +$63.6K +2,372 +32%
PFA
145
Pinnacle Family Advisors
Missouri
$245K +$1.93K +72 +0.8%
GPA
146
Garrison Point Advisors
California
$239K +$28.3K +1,054 +13%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$234K +$38.3K +1,428 +19%
CWM
148
Cahill Wealth Management
Michigan
$217K +$223K +8,305 New
FOA
149
Five Oceans Advisors
California
$216K +$221K +8,246 New
CPA
150
Cardiff Park Advisors
California
$206K +$66K +2,463 +46%

DFAE Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2022, worth a combined $429M — up 62% from $265M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFAE positions and 10 closed out — a net gain of 28 holders — while 109 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 179 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $429M of Dimensional Emerging Core Equity Market ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 38 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2022 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2022 was HighTower Advisors, an estimated $16.1M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2022.