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Dimensional Emerging Core Equity Market ETF
DFAE

179 hedge funds and large institutions have $429M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 21

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

62% more capital invested

Capital invested by funds: $265M → $429M (+$163M)

18% more funds holding

Funds holding: 152 → 179 (+27)

6.47% more ownership

Funds ownership: 48.88% → 55.36% (+6.5%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.82%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
38
Increased
109
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$16.1M
2
Mariner
Mariner
Kansas
+$14.2M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$10.8M
4
OMC
Old Mission Capital
Illinois
+$8.45M
5
AC
AWM Capital
Arizona
+$8.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
AAS
Ameritas Advisory Services
Nebraska
-$2.38M
3
CWG
Crown Wealth Group
North Carolina
-$1.73M
4
WWP
Waypoint Wealth Partners
California
-$1.17M
5
BEW
Burton Enright Welch
California
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$200K +$204K +7,609 New
SWM
152
Spire Wealth Management
Virginia
$180K – – –
AA
153
Ancora Advisors
Ohio
$179K +$167K +6,234 +1,048%
BHWM
154
Beaird Harris Wealth Management
Texas
$161K +$165K +6,143 New
Morgan Stanley
155
Morgan Stanley
New York
$103K +$103K +3,859 +5,847%
CWP
156
Concord Wealth Partners
Virginia
$85K +$32.9K +1,227 +61%
DHGWA
157
Dixon Hughes Goodman Wealth Advisors
North Carolina
$68K +$56.8K +2,117 +459%
GAM
158
Gemmer Asset Management
California
$62K +$53.1K +1,979 +510%
SFG
159
Steward Financial Group
Texas
$60K +$16.1K +600 +35%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$33K -$34.7K -1,295 -50%
HIA
161
Harbor Investment Advisory
Maryland
$32K +$32.4K +1,210 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26.3K +979 New
PO
163
Private Ocean
California
$20K -$364K -13,591 -95%
SC
164
Schubert & Co
Texas
$17K +$6.17K +230 +54%
TWC
165
TD Waterhouse Canada
Ontario, Canada
$13.6K – – –
OA
166
Operose Advisors
Wisconsin
$13K +$27 +1 +0.2%
Wells Fargo
167
Wells Fargo
California
$13K +$13.4K +498 New
FCG
168
Financial Connections Group
California
$9K – – –
QCG
169
Quadrant Capital Group
Ohio
$9K – – –
ME
170
McIlrath & Eck
Washington
$5K – – –
MFC
171
Morris Financial Concepts
South Carolina
$5K +$2.87K +107 +111%
RIM
172
Rockbridge Investment Management
New York
$4.45K – – –
SIC
173
Salem Investment Counselors
North Carolina
$2K – – –
CIAS
174
CFS Investment Advisory Services
New Jersey
$2K +$1.4M +52,139 New
CFN
175
Cordasco Financial Network
Florida
$1K +$1.21K +45 New
4 5 6
7
8

DFAE Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2022, worth a combined $429M — up 62% from $265M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFAE positions and 10 closed out — a net gain of 28 holders — while 109 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 179 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $429M of Dimensional Emerging Core Equity Market ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 38 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2022 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2022 was HighTower Advisors, an estimated $16.1M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2022.