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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
DDD Partners
Washington
$506K +$568K +25,182 New
FWP
152
Firethorn Wealth Partners
Georgia
$503K -$78.6K -3,484 -12%
RC
153
RBF Capital
California
$502K
LPL Financial
154
LPL Financial
California
$479K +$538K +23,828 New
FOA
155
Five Oceans Advisors
California
$478K +$201K +8,928 +60%
VCM
156
Versant Capital Management
Arizona
$475K +$5.12K +227 +1%
WWM
157
Wolff Wiese Magana
California
$465K -$18.8K -835 -3%
RGF
158
Retirement Guys Formula
Ohio
$452K +$26.9K +1,190 +6%
CWM
159
CarsonAllaria Wealth Management
Illinois
$449K +$177K +7,848 +54%
RRCM
160
Rappaport Reiches Capital Management
Illinois
$446K +$229K +10,130 +84%
B
161
Bridgeworth
Alabama
$439K
ACP
162
Aviance Capital Partners
Florida
$418K +$470K +20,809 New
HFA
163
Highland Financial Advisors
New Jersey
$414K -$514K -22,760 -52%
RVPG
164
Relative Value Partners Group
$390K -$23 -1 -0%
AC
165
Apella Capital
Connecticut
$376K -$82.2K -3,644 -16%
MA
166
Mutual Advisors
Nebraska
$362K +$163K +7,236 +67%
BA
167
Bridge Advisory
California
$341K +$93K +4,121 +32%
CMBA
168
C.M. Bidwell & Associates
Hawaii
$338K -$9.79K -434 -3%
BWM
169
Birchcreek Wealth Management
Ohio
$329K +$62.9K +2,785 +20%
PP
170
Prosperity Planning
Missouri
$329K +$369K +16,352 New
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$327K -$70.3K -3,116 -16%
SHWM
172
Silicon Hills Wealth Management
Texas
$311K -$32.4K -1,435 -8%
RF
173
Resolute Financial
Massachusetts
$309K +$63K +2,793 +22%
HighTower Advisors
174
HighTower Advisors
Illinois
$306K +$32.2K +1,429 +10%
PCMC
175
Private Capital Management (Colorado)
Colorado
$301K +$338K +14,967 New

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.