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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
126
Strategic Investment Solutions
Illinois
$2.08M +$1.85M +86,753 New
RJA
127
Raymond James & Associates
Florida
$2.04M +$846K +39,756 +75%
BPA
128
Beacon Pointe Advisors
California
$2.02M -$343K -16,137 -15%
BA
129
Bridgewater Advisors
New York
$2.01M +$1.95M +91,510 New
RFP
130
RCS Financial Planning
Maryland
$1.99M +$1.92M +90,441 New
BAM
131
Baldrige Asset Management
Pennsylvania
$1.98M +$544K +25,563 +40%
WA
132
Waddell & Associates
Tennessee
$1.96M +$1.31M +61,720 +223%
MRWM
133
ML&R Wealth Management
Texas
$1.95M +$482K +22,661 +34%
AIS
134
American Investment Services
Massachusetts
$1.8M -$300K -14,078 -15%
MWA
135
Mills Wealth Advisors
Texas
$1.77M +$1.72M +80,861 New
LWAC
136
Laurel Wealth Advisors (California)
California
$1.75M +$866K +40,689 +105%
TWP
137
Total Wealth Planning
Ohio
$1.72M -$12.1K -570 -0.7%
RRC
138
Relaxing Retirement Coach
Massachusetts
$1.69M -$3.71M -174,295 -69%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$1.67M +$1.62M +76,200 New
DAS
140
Dynamic Advisor Solutions
Arizona
$1.66M +$207K +9,725 +15%
IA
141
IFP Advisors
Florida
$1.65M +$145K +6,815 +12%
RRCM
142
Rappaport Reiches Capital Management
Illinois
$1.64M +$1.12M +52,422 +236%
MSWMA
143
Market Street Wealth Management Advisors
Indiana
$1.61M -$891K -41,862 -36%
BBNB
144
Baker Boyer National Bank
Washington
$1.6M +$38.1K +1,789 +3%
BIG
145
Builder Investment Group
Georgia
$1.59M +$1.54M +72,273 New
AWM
146
AE Wealth Management
Kansas
$1.53M +$351K +16,508 +31%
GCA
147
Gradient Capital Advisors
California
$1.5M -$74.2K -3,486 -5%
Cerity Partners
148
Cerity Partners
New York
$1.47M +$1.43M +67,142 New
EAM
149
Evanson Asset Management
California
$1.45M +$85.7K +4,025 +7%
THL
150
Tillman Hartley LLC
Colorado
$1.44M +$1.4M +65,773 New

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.