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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

343 hedge funds and large institutions have $1.93B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 190 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
5.41%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
28
Increased
190
Reduced
97
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$80.9M
2
PCIA
Prime Capital Investment Advisors
Kansas
$12.5M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$10M
4
PO
Private Ocean
California
$14M
5
AWM
Avondale Wealth Management
Texas
$8.06M

Top Sellers

1
EWA
EP Wealth Advisors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$129M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$92.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$105M
5
OIS
Okabena Investment Services
Minnesota
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMT
126
Heritage Wealth Management (Texas)
Texas
$2.93M +$124K +5,284 +4%
HighTower Advisors
127
HighTower Advisors
Illinois
$2.9M +$2.06M +87,792 +247%
Citadel Advisors
128
Citadel Advisors
Florida
$2.85M +$104K +4,441 +4%
FWM
129
FMB Wealth Management
California
$2.85M +$211K +8,997 +8%
FCFS
130
First Command Financial Services
Texas
$2.84M -$717K -30,580 -20%
FCB
131
First Command Bank
Texas
$2.84M -$717K -30,580 -20%
FHC
132
Fort Henry Capital
West Virginia
$2.84M +$118K +5,038 +4%
SPI
133
Sutton Place Investors
New York
$2.82M +$384K +16,380 +16%
WWP
134
Waypoint Wealth Partners
California
$2.79M – – –
AWM
135
AE Wealth Management
Kansas
$2.74M +$197K +8,410 +8%
ALWM
136
Andrews Lucia Wealth Management
California
$2.72M +$98.9K +4,216 +4%
LFA
137
Landmark Financial Advisors
Kentucky
$2.71M +$605K +25,794 +29%
MRWM
138
ML&R Wealth Management
Texas
$2.67M +$266K +11,354 +11%
RRCM
139
Rappaport Reiches Capital Management
Illinois
$2.67M +$257K +10,934 +11%
AC
140
Apella Capital
Connecticut
$2.54M +$2.54M +108,291 New
TI
141
tru Independence
Oregon
$2.46M +$129K +5,519 +6%
OIS
142
Okabena Investment Services
Minnesota
$2.34M -$3.98M -169,475 -63%
BBNB
143
Baker Boyer National Bank
Washington
$2.28M +$67.5K +2,878 +3%
RFP
144
RCS Financial Planning
Maryland
$2.26M +$24.9K +1,060 +1%
LWM
145
Lodestone Wealth Management
Washington
$2.25M -$330K -14,083 -13%
AF
146
Advisornet Financial
Minnesota
$2.17M +$724K +30,859 +50%
MHB
147
Midwest Heritage Bank
Iowa
$2.15M +$12.8K +547 +0.6%
AP
148
Adero Partners
California
$2.14M -$340K -14,492 -14%
WA
149
Waddell & Associates
Tennessee
$2.1M – – –
Cerity Partners
150
Cerity Partners
New York
$2.03M +$117K +4,972 +6%
4 5
6
7 8