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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
126
Laurel Wealth Advisors (California)
California
$780K +$11.5K +508 +1%
WFAG
127
Wescott Financial Advisory Group
Pennsylvania
$749K +$350K +15,509 +71%
BA
128
Bristlecone Advisors
Washington
$740K -$133K -5,893 -14%
CI
129
Cordant Inc
Oregon
$724K -$23K -1,021 -3%
HCM
130
Hutchinson Capital Management
California
$723K +$308K +13,652 +61%
DADC
131
D.A. Davidson & Co
Montana
$692K
PFG
132
Pinnacle Financial Group
Illinois
$682K +$105K +4,637 +16%
PO
133
Private Ocean
California
$653K +$717K +31,778 +4,181%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$653K +$718K +31,795 New
MCA
135
Maryland Capital Advisors
Maryland
$647K -$130K -5,761 -15%
QCIG
136
Quad-Cities Investment Group
Iowa
$637K +$95.1K +4,214 +15%
OPS
137
Orion Portfolio Solutions
Nebraska
$635K -$58.4K -2,589 -8%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$631K +$15.5K +687 +2%
T
139
TCWP
Ohio
$627K +$705K +31,252 New
CIAS
140
Capital Investment Advisory Services
North Carolina
$624K -$78.2K -3,463 -10%
DWM
141
Drive Wealth Management
Utah
$614K +$421K +18,669 +157%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$608K -$23 -1 -0%
CSB
143
City State Bank
Iowa
$606K +$128K +5,660 +23%
CW
144
CreativeOne Wealth
Kansas
$578K +$8.48K +376 +1%
AAS
145
Ameritas Advisory Services
Nebraska
$578K +$35.3K +1,562 +6%
JMPWA
146
JP Morgan Private Wealth Advisors
California
$576K +$647K +28,665 New
FWM
147
Fortress Wealth Management
California
$562K +$405K +17,936 +179%
WA
148
Waddell & Associates
Tennessee
$556K +$79.6K +3,529 +15%
CIAS
149
CFS Investment Advisory Services
New Jersey
$528K +$11.9M +528,136 New
IAG
150
Investmark Advisory Group
Connecticut
$519K +$56.1K +2,484 +11%

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.