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Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
126
UMB Bank
Missouri
$6.03M
FPCG
127
Forum Private Client Group
Indiana
$5.97M +$39.3K +1,549 +0.7%
W
128
Wealthquest
Ohio
$5.93M +$502K +19,787 +9%
OCM
129
One Capital Management
California
$5.81M -$27.7K -1,092 -0.5%
CPW
130
Catalyst Private Wealth
California
$5.55M +$250K +9,868 +5%
DF
131
DecisionPoint Financial
Arizona
$5.53M +$107K +4,236 +2%
JTWM
132
Jackson Thornton Wealth Management
Alabama
$5.53M +$70.8K +2,794 +1%
TI
133
tru Independence
Oregon
$5.52M +$96.2K +3,794 +2%
PA
134
Pinnacle Associates
New York
$5.4M -$136K -5,375 -3%
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$5.4M -$136K -5,375 -3%
KA
136
Kure Advisory
Minnesota
$5.39M +$231K +9,103 +5%
AWM
137
AE Wealth Management
Kansas
$5.22M +$382K +15,059 +8%
OA
138
Oceanside Advisors
South Carolina
$5.07M +$201K +7,940 +4%
AA
139
Advisory Alpha
Michigan
$5.06M -$1.41M -55,468 -22%
PIAS
140
PCA Investment Advisory Services
Ohio
$4.89M +$4.79M +189,053 New
GAM
141
GEM Asset Management
Michigan
$4.83M +$2.92M +115,146 +161%
FTUS
142
Flow Traders U.S.
New York
$4.8M +$4.7M +185,422 New
RRCM
143
Rappaport Reiches Capital Management
Illinois
$4.76M +$349K +13,770 +8%
ACS
144
Archford Capital Strategies
Illinois
$4.7M +$219K +8,629 +5%
AFA
145
AA Financial Advisors
Ohio
$4.67M +$1.18M +46,565 +35%
ST
146
Sageworth Trust
Pennsylvania
$4.5M -$20.5K -810 -0.5%
WCWM
147
Willow Creek Wealth Management
California
$4.42M +$140K +5,516 +3%
TIM
148
Tortoise Investment Management
New York
$4.4M +$294K +11,597 +7%
MHB
149
Midwest Heritage Bank
Iowa
$4.4M -$93.2K -3,679 -2%
CSWM
150
Cassady Schiller Wealth Management
Ohio
$4.16M +$1.26M +49,831 +45%

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.