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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

431 hedge funds and large institutions have $3.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 230 increasing their positions, 125 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
6.27%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
41
Increased
230
Reduced
125
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
$89.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
FMI
Factory Mutual Insurance
Massachusetts
$35.1M
4
EWA
EP Wealth Advisors
California
$31.4M
5
CA
Clearstead Advisors
Ohio
$13.2M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Jane Street
Jane Street
New York
$14.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$6.03M – – –
FPCG
127
Forum Private Client Group
Indiana
$5.97M +$40.1K +1,549 +0.7%
W
128
Wealthquest
Ohio
$5.93M +$512K +19,787 +9%
OCM
129
One Capital Management
California
$5.81M -$28.3K -1,092 -0.5%
CPW
130
Catalyst Private Wealth
California
$5.55M +$255K +9,868 +5%
DF
131
DecisionPoint Financial
Arizona
$5.53M +$110K +4,236 +2%
JTWM
132
Jackson Thornton Wealth Management
Alabama
$5.53M +$72.3K +2,794 +1%
TI
133
tru Independence
Oregon
$5.52M +$98.2K +3,794 +2%
PA
134
Pinnacle Associates
New York
$5.4M -$139K -5,375 -3%
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$5.4M -$139K -5,375 -3%
KA
136
Kure Advisory
Minnesota
$5.39M +$235K +9,103 +5%
AWM
137
AE Wealth Management
Kansas
$5.22M +$390K +15,059 +8%
OA
138
Oceanside Advisors
South Carolina
$5.07M +$205K +7,940 +4%
AA
139
Advisory Alpha
Michigan
$5.06M -$1.43M -55,468 -22%
PIAS
140
PCA Investment Advisory Services
Ohio
$4.89M +$4.89M +189,053 New
GAM
141
GEM Asset Management
Michigan
$4.83M +$2.98M +115,146 +161%
FTUS
142
Flow Traders U.S.
New York
$4.8M +$4.8M +185,422 New
RRCM
143
Rappaport Reiches Capital Management
Illinois
$4.76M +$356K +13,770 +8%
ACS
144
Archford Capital Strategies
Illinois
$4.7M +$223K +8,629 +5%
AFA
145
AA Financial Advisors
Ohio
$4.67M +$1.2M +46,565 +35%
ST
146
Sageworth Trust
Pennsylvania
$4.5M -$21K -810 -0.5%
WCWM
147
Willow Creek Wealth Management
California
$4.42M +$143K +5,516 +3%
TIM
148
Tortoise Investment Management
New York
$4.4M +$300K +11,597 +7%
MHB
149
Midwest Heritage Bank
Iowa
$4.4M -$95.2K -3,679 -2%
CSWM
150
Cassady Schiller Wealth Management
Ohio
$4.16M +$1.29M +49,831 +45%
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