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Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
126
Forum Private Client Group
Indiana
$6.49M +$156K +5,985 +3%
AFA
127
AA Financial Advisors
Ohio
$6.48M +$1.46M +55,874 +31%
FA
128
Financial Alternatives
California
$6.4M -$88.2K -3,383 -1%
CPW
129
Catalyst Private Wealth
California
$6.4M +$487K +18,669 +9%
UB
130
UMB Bank
Missouri
$6.38M -$9.88K -379 -0.2%
TI
131
tru Independence
Oregon
$6.37M +$505K +19,348 +9%
AWM
132
AE Wealth Management
Kansas
$6.33M +$758K +29,084 +14%
MCM
133
MAI Capital Management
Ohio
$6.25M -$148K -5,683 -2%
JP Morgan Chase
134
JP Morgan Chase
New York
$6.09M +$4.16M +159,522 +254%
LFGO
135
Legacy Financial Group (Oklahoma)
Oklahoma
$6.05M -$161K -6,182 -3%
GAM
136
GEM Asset Management
Michigan
$5.95M +$641K +24,580 +13%
KA
137
Kure Advisory
Minnesota
$5.85M +$134K +5,157 +2%
TIM
138
Tortoise Investment Management
New York
$5.83M +$1.1M +42,332 +25%
JTWM
139
Jackson Thornton Wealth Management
Alabama
$5.74M -$108K -4,158 -2%
PIAS
140
PCA Investment Advisory Services
Ohio
$5.72M +$513K +19,664 +10%
DF
141
DecisionPoint Financial
Arizona
$5.66M -$145K -5,562 -3%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$5.66M -$56.4K -2,163 -1%
OA
143
Oceanside Advisors
South Carolina
$5.52M +$139K +5,336 +3%
RRCM
144
Rappaport Reiches Capital Management
Illinois
$5.49M +$423K +16,203 +9%
Osaic Holdings
145
Osaic Holdings
Arizona
$5.48M +$1.96M +75,014 +60%
AA
146
Advisory Alpha
Michigan
$5.47M +$96.5K +3,702 +2%
ACS
147
Archford Capital Strategies
Illinois
$5.21M +$221K +8,480 +5%
PA
148
Pinnacle Associates
New York
$5.2M +$177K +6,770 +3%
CSWM
149
Cassady Schiller Wealth Management
Ohio
$5.06M +$614K +23,532 +15%
DI
150
Disciplined Investments
Oklahoma
$4.96M +$550K +21,099 +13%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.