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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

410 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 233 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.94%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
27
Increased
233
Reduced
114
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
1
Evoke Wealth
California
$29.8M
2
Jane Street
2
Jane Street
New York
$38M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$24.7M
4
Bank of America
4
Bank of America
North Carolina
$96.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.55M
3
MA
3
Mutual Advisors
Nebraska
$721K
4
AWM
4
Arista Wealth Management
Nevada
$4.64M
5
VWA
5
Valued Wealth Advisors
Utah
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
126
Wealthquest
Ohio
$5.18M +$380K +15,379 +8%
TI
127
tru Independence
Oregon
$5.18M -$1.27M -51,240 -20%
DF
128
DecisionPoint Financial
Arizona
$5.17M +$118K +4,745 +2%
EP
129
Essential Planning
New Hampshire
$5.09M +$9.74K +404 +0.2%
CPW
130
Catalyst Private Wealth
California
$5.06M +$1.34M +54,103 +36%
KA
131
Kure Advisory
Minnesota
$4.92M +$333K +13,487 +7%
OA
132
Oceanside Advisors
South Carolina
$4.65M +$118K +4,768 +3%
AWM
133
Arista Wealth Management
Nevada
$4.64M -$7.46M -301,945 -62%
AWM
134
AE Wealth Management
Kansas
$4.62M +$467K +18,901 +11%
RVPG
135
Relative Value Partners Group
$4.43M +$189K +8,166 +4%
ST
136
Sageworth Trust
Pennsylvania
$4.32M – – –
MHB
137
Midwest Heritage Bank
Iowa
$4.29M +$1.87M +75,772 +77%
ACS
138
Archford Capital Strategies
Illinois
$4.28M +$4.28M +172,988 New
RRCM
139
Rappaport Reiches Capital Management
Illinois
$4.21M +$437K +17,658 +12%
WCWM
140
Willow Creek Wealth Management
California
$4.09M -$384K -15,538 -9%
Stifel Financial
141
Stifel Financial
Missouri
$4.04M -$443K -17,904 -10%
TIM
142
Tortoise Investment Management
New York
$3.92M +$495K +20,028 +14%
QFA
143
Quantum Financial Advisors
California
$3.9M -$353K -14,280 -8%
IWS
144
Integrity Wealth Solutions
Colorado
$3.73M +$25.5K +1,030 +0.7%
DI
145
Disciplined Investments
Oklahoma
$3.72M +$495K +20,032 +15%
MRWM
146
ML&R Wealth Management
Texas
$3.7M -$593K -23,971 -14%
SPI
147
Sutton Place Investors
New York
$3.66M +$767K +31,043 +27%
SMA
148
Seven Mile Advisory
New Jersey
$3.57M +$51.8K +2,095 +1%
AC
149
Apella Capital
Connecticut
$3.55M -$485K -19,240 -12%
FHC
150
Fort Henry Capital
West Virginia
$3.53M +$363K +14,688 +11%
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