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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

446 hedge funds and large institutions have $3.98B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 245 increasing their positions, 127 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+15
Holders Change %
+3.48%
% of All Funds
6.45%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
36
Increased
245
Reduced
127
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Mather Group
Illinois
$168M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$268M
3
WANY
Wealthspire Advisors (New York)
New York
$62.5M
4
FMI
Factory Mutual Insurance
Massachusetts
$84.6M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$38.5M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$44.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$66.4M
3
Jane Street
Jane Street
New York
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.94M
5
CHP
Cable Hill Partners
Oregon
$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
126
Forum Private Client Group
Indiana
$6.49M +$164K +5,985 +3%
AFA
127
AA Financial Advisors
Ohio
$6.48M +$1.53M +55,874 +31%
FA
128
Financial Alternatives
California
$6.4M -$92.7K -3,383 -1%
CPW
129
Catalyst Private Wealth
California
$6.4M +$512K +18,669 +9%
UB
130
UMB Bank
Missouri
$6.38M -$10.4K -379 -0.2%
TI
131
tru Independence
Oregon
$6.37M +$530K +19,348 +9%
AWM
132
AE Wealth Management
Kansas
$6.33M +$797K +29,084 +14%
MCM
133
MAI Capital Management
Ohio
$6.25M -$156K -5,683 -2%
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$6.09M +$4.37M +159,522 +254%
LFGO
135
Legacy Financial Group (Oklahoma)
Oklahoma
$6.05M -$163K -6,182 -3%
GAM
136
GEM Asset Management
Michigan
$5.95M +$692K +24,580 +13%
KA
137
Kure Advisory
Minnesota
$5.85M +$141K +5,157 +2%
TIM
138
Tortoise Investment Management
New York
$5.83M +$1.16M +42,332 +25%
JTWM
139
Jackson Thornton Wealth Management
Alabama
$5.74M -$114K -4,158 -2%
PIAS
140
PCA Investment Advisory Services
Ohio
$5.72M +$539K +19,664 +10%
DF
141
DecisionPoint Financial
Arizona
$5.66M -$152K -5,562 -3%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$5.66M -$59.3K -2,163 -1%
OA
143
Oceanside Advisors
South Carolina
$5.52M +$146K +5,336 +3%
RRCM
144
Rappaport Reiches Capital Management
Illinois
$5.49M +$444K +16,203 +9%
Osaic Holdings
145
Osaic Holdings
Arizona
$5.48M +$2.06M +75,014 +60%
AA
146
Advisory Alpha
Michigan
$5.47M +$101K +3,702 +2%
ACS
147
Archford Capital Strategies
Illinois
$5.21M +$233K +8,480 +5%
PA
148
Pinnacle Associates
New York
$5.2M +$163K +6,770 +3%
CSWM
149
Cassady Schiller Wealth Management
Ohio
$5.06M +$645K +23,532 +15%
DI
150
Disciplined Investments
Oklahoma
$4.96M +$578K +21,099 +13%
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6
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