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Dimensional Emerging Core Equity Market ETF

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Austin Wealth Management
Texas
$4.63M +$1.19M +52,275 +37%
JTWM
127
Jackson Thornton Wealth Management
Alabama
$4.5M +$193K +8,432 +5%
KA
128
Kure Advisory
Minnesota
$4.48M +$126K +5,519 +3%
OMC
129
Old Mission Capital
Illinois
$4.45M -$6.44M -281,934 -60%
OA
130
Oceanside Advisors
South Carolina
$4.42M +$4.19M +183,234 New
RVPG
131
Relative Value Partners Group
$4.41M +$3.2M +139,787 +325%
Stifel Financial
132
Stifel Financial
Missouri
$4.37M +$563K +24,633 +16%
WCWM
133
Willow Creek Wealth Management
California
$4.36M -$114K -4,973 -3%
SWA
134
Sax Wealth Advisors
New Jersey
$4.26M -$144K -6,291 -3%
LFA
135
Landmark Financial Advisors
Kentucky
$4.25M +$1.17M +51,403 +41%
ST
136
Sageworth Trust
Pennsylvania
$4.21M -$66.4K -2,906 -2%
MRWM
137
ML&R Wealth Management
Texas
$4.19M +$820K +35,879 +26%
QFA
138
Quantum Financial Advisors
California
$4.15M -$161K -7,022 -4%
OIA
139
OneDigital Investment Advisors
Kansas
$4.14M +$3.93M +171,736 New
Cerity Partners
140
Cerity Partners
New York
$4.08M +$1.59M +69,538 +70%
AWM
141
AE Wealth Management
Kansas
$3.94M +$599K +26,208 +18%
AC
142
Apella Capital
Connecticut
$3.79M +$1.2M +52,587 +49%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$3.7M -$1.04M -45,442 -23%
RRCM
144
Rappaport Reiches Capital Management
Illinois
$3.68M +$448K +19,593 +15%
CPW
145
Catalyst Private Wealth
California
$3.63M -$714K -31,228 -17%
IWS
146
Integrity Wealth Solutions
Colorado
$3.62M +$3.43M +149,952 New
LFA
147
Level Financial Advisors
New York
$3.61M +$108K +4,720 +3%
SMA
148
Seven Mile Advisory
New Jersey
$3.43M +$129K +5,635 +4%
KAM
149
KEB Asset Management
Illinois
$3.39M -$143K -6,250 -4%
TIM
150
Tortoise Investment Management
New York
$3.34M -$90.6K -3,962 -3%

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.