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Dimensional Emerging Core Equity Market ETF
DFAE

359 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, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 79

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $1.94B → $2.39B (+$455M)

17% more funds holding in top 10

Funds holding in top 10: 35 → 41 (+6)

4% more funds holding

Funds holding: 344 → 359 (+15)

4.18% more ownership

Funds ownership: 76.54% → 80.72% (+4.2%)

Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.7%
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
79
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
+$289M
2
CCA
Catalyst Capital Advisors
New York
+$33.9M
3
MRC
Millburn Ridgefield Corp
New York
+$33.9M
4
SIS
Strategic Investment Solutions
Illinois
+$28.2M
5
UBS Group
UBS Group
Switzerland
+$23M

Top Sellers

Rank Fund Capital Flow
1
FPCG
Forum Private Client Group
Indiana
-$4.27M
2
CPIG
Chicago Partners Investment Group
Illinois
-$3.01M
3
MSWMA
Market Street Wealth Management Advisors
Indiana
-$2.93M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.85M
5
PGF
Plan Group Financial
Oklahoma
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
126
KEB Asset Management
Illinois
$3.31M +$273K +11,574 +9%
LFA
127
Level Financial Advisors
New York
$3.27M +$82.8K +3,511 +2%
AWM
128
Austin Wealth Management
Texas
$3.26M +$3.3M +139,812 New
FPAS
129
Focus Partners Advisor Solutions
Missouri
$3.25M +$1.51M +64,211 +81%
TIM
130
Tortoise Investment Management
New York
$3.22M +$145K +6,139 +4%
AWM
131
AE Wealth Management
Kansas
$3.2M +$591K +25,061 +21%
MRWM
132
ML&R Wealth Management
Texas
$3.11M +$560K +23,760 +21%
DI
133
Disciplined Investments
Oklahoma
$3.09M +$94.9K +4,026 +3%
SMA
134
Seven Mile Advisory
New Jersey
$3.08M +$13.1K +556 +0.4%
CFO
135
CVA Family Office
Colorado
$3.02M -$46.9K -1,990 -1%
RRCM
136
Rappaport Reiches Capital Management
Illinois
$3M +$456K +19,323 +17%
AWM
137
Avior Wealth Management
Nebraska
$2.99M -$747K -31,697 -19%
Osaic Holdings
138
Osaic Holdings
Arizona
$2.91M +$1.04M +44,084 +52%
HWMT
139
Heritage Wealth Management (Texas)
Texas
$2.87M +$48.2K +2,044 +2%
FWM
140
FMB Wealth Management
California
$2.82M +$80.8K +3,425 +3%
LFA
141
Landmark Financial Advisors
Kentucky
$2.82M +$218K +9,263 +8%
TI
142
tru Independence
Oregon
$2.78M +$432K +18,322 +17%
ALWM
143
Andrews Lucia Wealth Management
California
$2.7M +$83K +3,521 +3%
SPI
144
Sutton Place Investors
New York
$2.64M -$74.4K -3,155 -3%
FHC
145
Fort Henry Capital
West Virginia
$2.64M -$97.2K -4,122 -3%
BIG
146
Builder Investment Group
Georgia
$2.6M +$852K +36,122 +46%
SFA
147
Sequoia Financial Advisors
Ohio
$2.6M -$523K -22,167 -16%
WWP
148
Waypoint Wealth Partners
California
$2.54M -$153K -6,499 -5%
FCAS
149
First Command Advisory Services
Texas
$2.51M +$2.63M +111,418 New
RFP
150
RCS Financial Planning
Maryland
$2.48M +$320K +13,570 +14%
4 5
6
7 8

DFAE Hedge Fund Activity: Q3 2023 in Review

359 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2023, worth a combined $2.39B — up 24% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DFAE positions and 15 closed out — a net gain of 18 holders — while 213 added to existing stakes and 79 trimmed.

The largest buyer was Retirement Systems of Alabama, adding an estimated $289M. The largest seller was Forum Private Client Group, exiting entirely with an estimated $4.27M sold.

  • 359 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2023, up from 344 in Q2 2023.
  • Funds reported $2.39B of Dimensional Emerging Core Equity Market ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 33 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2023 and 15 closed out, a net change of +18 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2023 was Retirement Systems of Alabama, an estimated $289M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2023 was Forum Private Client Group, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2023.