DFAE icon

Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

358 hedge funds and large institutions have $2.39B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 213 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+15
Holders Change %
+4.37%
% of All Funds
5.71%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.65%
New
33
Increased
213
Reduced
78
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$286M
2
MRC
Millburn Ridgefield Corp
New York
$32.5M
3
CCA
Catalyst Capital Advisors
New York
$32.5M
4
SIS
Strategic Investment Solutions
Illinois
$28.9M
5
UBS Group
UBS Group
Switzerland
$99.9M

Top Sellers

1
FPCG
Forum Private Client Group
Indiana
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
MSWMA
Market Street Wealth Management Advisors
Indiana
$11.3M
4
CPIG
Chicago Partners Investment Group
Illinois
$2.19M
5
PGF
Plan Group Financial
Oklahoma
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
126
KEB Asset Management
Illinois
$3.31M +$261K +11,574 +9%
LFA
127
Level Financial Advisors
New York
$3.27M +$79.2K +3,511 +2%
AWM
128
Austin Wealth Management
Texas
$3.26M +$3.26M +139,812 New
FPAS
129
Focus Partners Advisor Solutions
Missouri
$3.25M +$1.45M +64,211 +81%
TIM
130
Tortoise Investment Management
New York
$3.22M +$139K +6,139 +4%
AWM
131
AE Wealth Management
Kansas
$3.2M +$566K +25,061 +21%
MRWM
132
ML&R Wealth Management
Texas
$3.11M +$536K +23,760 +21%
DI
133
Disciplined Investments
Oklahoma
$3.09M +$90.9K +4,026 +3%
SMA
134
Seven Mile Advisory
New Jersey
$3.08M +$12.5K +556 +0.4%
CFO
135
CVA Family Office
Colorado
$3.02M -$44.9K -1,990 -1%
RRCM
136
Rappaport Reiches Capital Management
Illinois
$3M +$436K +19,323 +17%
AWM
137
Avior Wealth Management
Nebraska
$2.99M -$715K -31,697 -19%
Osaic Holdings
138
Osaic Holdings
Arizona
$2.91M +$995K +44,084 +52%
HWMT
139
Heritage Wealth Management (Texas)
Texas
$2.87M +$46.1K +2,044 +2%
FWM
140
FMB Wealth Management
California
$2.82M +$77.3K +3,425 +3%
LFA
141
Landmark Financial Advisors
Kentucky
$2.82M +$209K +9,263 +8%
TI
142
tru Independence
Oregon
$2.78M +$414K +18,322 +17%
ALWM
143
Andrews Lucia Wealth Management
California
$2.7M +$79.5K +3,521 +3%
SPI
144
Sutton Place Investors
New York
$2.64M -$71.2K -3,155 -3%
FHC
145
Fort Henry Capital
West Virginia
$2.64M -$93K -4,122 -3%
BIG
146
Builder Investment Group
Georgia
$2.6M +$815K +36,122 +46%
SFA
147
Sequoia Financial Advisors
Ohio
$2.6M -$500K -22,167 -16%
WWP
148
Waypoint Wealth Partners
California
$2.54M -$147K -6,499 -5%
FCAS
149
First Command Advisory Services
Texas
$2.51M +$2.51M +111,418 New
RFP
150
RCS Financial Planning
Maryland
$2.48M +$306K +13,570 +14%
4 5
6
7 8