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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

335 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 70 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
5.36%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
70
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$28.2M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$24.9M
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
UBS Group
4
UBS Group
Switzerland
$64M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$13.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$43.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$63K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$696K
4
SFA
4
Sequoia Financial Advisors
Ohio
$6.35M
5
FTUS
5
Flow Traders U.S.
New York
$743K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$2.7M -$1.83M -79,347 -40%
FHC
127
Fort Henry Capital
West Virginia
$2.67M +$212K +9,211 +9%
BA
128
Bridgewater Advisors
New York
$2.65M +$544K +23,631 +26%
FWM
129
FMB Wealth Management
California
$2.59M +$63.2K +2,744 +2%
ALWM
130
Andrews Lucia Wealth Management
California
$2.58M +$8.43K +366 +0.3%
LWM
131
Lodestone Wealth Management
Washington
$2.53M -$37K -1,606 -1%
AWM
132
AE Wealth Management
Kansas
$2.49M +$883K +38,342 +55%
BAM
133
Baldrige Asset Management
Pennsylvania
$2.44M +$368K +15,986 +18%
AP
134
Adero Partners
California
$2.44M +$6.35K +276 +0.3%
SPI
135
Sutton Place Investors
New York
$2.39M +$21.2K +923 +0.9%
RRCM
136
Rappaport Reiches Capital Management
Illinois
$2.37M +$649K +28,172 +38%
MRWM
137
ML&R Wealth Management
Texas
$2.36M +$321K +13,958 +16%
TI
138
tru Independence
Oregon
$2.29M +$2.29M +99,389 New
RFP
139
RCS Financial Planning
Maryland
$2.19M +$109K +4,718 +5%
BBNB
140
Baker Boyer National Bank
Washington
$2.18M +$498K +21,629 +30%
MA
141
Mutual Advisors
Nebraska
$2.16M +$1.51M +65,676 +232%
MHB
142
Midwest Heritage Bank
Iowa
$2.1M -$1.47M -63,890 -41%
BPA
143
Beacon Pointe Advisors
California
$2.1M -$16.4K -714 -0.8%
LFA
144
Landmark Financial Advisors
Kentucky
$2.07M +$1.82M +79,057 +742%
WA
145
Waddell & Associates
Tennessee
$2.06M – – –
RJA
146
Raymond James & Associates
Florida
$2.01M -$134K -5,806 -6%
PFO
147
Pathstone Family Office
New Jersey
$1.88M -$2.41M -104,604 -56%
Cerity Partners
148
Cerity Partners
New York
$1.87M +$328K +14,240 +21%
Financial Engines Advisors
149
Financial Engines Advisors
California
$1.86M +$1.86M +80,952 New
AIS
150
American Investment Services
Massachusetts
$1.8M – – –
4 5
6
7 8