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Dimensional Emerging Core Equity Market ETF

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179218 (+39)

13.71% more ownership

Funds ownership: 55.36%69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
151
C.M. Bidwell & Associates
Hawaii
$400K +$65.2K +2,663 +18%
SHWM
152
Silicon Hills Wealth Management
Texas
$392K -$88.9K -3,631 -18%
TFA
153
Triad Financial Advisors
North Carolina
$351K -$16.7K -681 -4%
FOA
154
Five Oceans Advisors
California
$345K +$163K +6,641 +81%
AC
155
Applied Capital
Arkansas
$340K -$166K -6,775 -32%
CWM
156
CarsonAllaria Wealth Management
Illinois
$335K -$76.5K -3,124 -18%
PCM
157
Parsons Capital Management
Rhode Island
$323K +$63.5K +2,593 +23%
BC
158
Burney Company
Virginia
$321K +$563 +23 +0.2%
HighTower Advisors
159
HighTower Advisors
Illinois
$320K -$15.9M -649,074 -98%
BWM
160
Birchcreek Wealth Management
Ohio
$315K +$333K +13,609 New
Truist Financial
161
Truist Financial
North Carolina
$305K +$322K +13,151 New
CG
162
Caprock Group
Idaho
$296K +$313K +12,802 New
RF
163
Resolute Financial
Massachusetts
$291K +$35K +1,430 +13%
BA
164
Bridge Advisory
California
$287K +$314K +12,839 New
LFA
165
Lauterbach Financial Advisors
Texas
$285K +$19.5K +796 +7%
DFC
166
DBK Financial Counsel
Ohio
$284K +$300K +12,250 New
GA
167
Greenspring Advisors
Maryland
$283K +$58.8K +2,400 +25%
RRCM
168
Rappaport Reiches Capital Management
Illinois
$279K +$295K +12,063 New
UWM
169
USAdvisors Wealth Management
Minnesota
$277K +$35.6K +1,455 +14%
DWM
170
Drive Wealth Management
Utah
$276K +$292K +11,906 New
CPA
171
Cardiff Park Advisors
California
$275K +$98.3K +4,016 +51%
RCM
172
RNC Capital Management
California
$267K -$14.7K -600 -5%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$61.9K +2,530 +28%
RHBC
174
R.H. Bluestein & Co
Michigan
$264K -$119K -4,865 -30%
SG
175
Stonnington Group
California
$258K -$13.5K -550 -5%

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.