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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Meritas Wealth Management
California
$1.42M +$1.38M +64,671 New
CA
152
CGN Advisors
Kansas
$1.4M -$54.8K -2,576 -4%
SSWG
153
Seven Springs Wealth Group
Tennessee
$1.36M +$56.8K +2,669 +4%
CFS
154
Cannon Financial Strategists
Georgia
$1.32M +$248K +11,653 +24%
MFGM
155
Marshall Financial Group (Maryland)
Maryland
$1.31M -$10.4K -487 -0.8%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$1.31M +$135K +6,360 +12%
ZF
157
Zhang Financial
Michigan
$1.28M +$931K +43,743 +297%
RA
158
RFG Advisory
Alabama
$1.27M -$403K -18,953 -26%
SSC
159
Syverson Strege & Co
Iowa
$1.26M +$50.5K +2,372 +4%
MCM
160
Morton Capital Management
California
$1.25M +$1.21M +56,907 New
BCG
161
Breakwater Capital Group
New Jersey
$1.25M +$1.21M +56,741 New
BWG
162
Beta Wealth Group
California
$1.22M -$51.5K -2,422 -4%
GJIA
163
Glass Jacobson Investment Advisors
Maryland
$1.21M +$1.18M +55,335 New
PAG
164
Private Advisor Group
New Jersey
$1.2M +$704K +33,065 +35%
CPA
165
Cardiff Park Advisors
California
$1.17M +$873K +41,005 +334%
WP
166
WealthSource Partners
California
$1.16M -$375K -17,638 -25%
PPW
167
Parcion Private Wealth
Washington
$1.1M -$45.9M -2,156,534 -98%
DWM
168
Drive Wealth Management
Utah
$1.1M +$418K +19,661 +64%
CWM
169
Cahill Wealth Management
Michigan
$1.1M +$995K +46,737 New
PFG
170
Pinnacle Financial Group
Illinois
$1.04M +$286K +13,436 +40%
FM
171
Foster & Motley
Ohio
$1.01M +$979K +46,030 New
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$1M +$219K +10,270 +32%
SC
173
Shearwater Capital
Colorado
$1M -$31.3K -1,471 -3%
GAM
174
GEM Asset Management
Michigan
$992K +$962K +45,210 New
CA
175
Claris Advisors
Missouri
$982K +$724K +34,036 +318%

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.