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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

335 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 70 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
5.36%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
70
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$28.2M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$24.9M
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
UBS Group
4
UBS Group
Switzerland
$64M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$13.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$43.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$63K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$696K
4
SFA
4
Sequoia Financial Advisors
Ohio
$6.35M
5
FTUS
5
Flow Traders U.S.
New York
$743K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$1.79M +$33.4K +1,450 +2%
BIG
152
Builder Investment Group
Georgia
$1.78M +$115K +4,988 +7%
IA
153
IFP Advisors
Florida
$1.76M +$127K +4,953 +8%
THL
154
Tillman Hartley LLC
Colorado
$1.72M +$205K +8,891 +14%
TWP
155
Total Wealth Planning
Ohio
$1.71M -$91.2K -3,963 -5%
CA
156
CGN Advisors
Kansas
$1.68M +$213K +9,257 +14%
EAM
157
Evanson Asset Management
California
$1.57M +$54K +2,346 +4%
BCG
158
Breakwater Capital Group
New Jersey
$1.56M +$251K +10,894 +19%
MWM
159
Meritas Wealth Management
California
$1.55M +$64.1K +2,784 +4%
DWM
160
Drive Wealth Management
Utah
$1.51M +$351K +15,234 +30%
MWA
161
Mills Wealth Advisors
Texas
$1.5M -$366K -15,904 -20%
GCA
162
Gradient Capital Advisors
California
$1.48M -$98.1K -4,262 -6%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$1.46M +$87.8K +3,813 +6%
SIS
164
Strategic Investment Solutions
Illinois
$1.43M -$567K -24,645 -28%
AF
165
Advisornet Financial
Minnesota
$1.42M +$681K +29,580 +92%
CFS
166
Cannon Financial Strategists
Georgia
$1.37M -$6.05K -263 -0.4%
CPA
167
Cardiff Park Advisors
California
$1.37M +$140K +6,077 +11%
SSWG
168
Seven Springs Wealth Group
Tennessee
$1.36M -$72.4K -3,147 -5%
PA
169
PFG Advisors
Arizona
$1.35M +$1.35M +58,445 New
ZF
170
Zhang Financial
Michigan
$1.34M -$5.46K -237 -0.4%
MFGM
171
Marshall Financial Group (Maryland)
Maryland
$1.33M -$43.7K -1,900 -3%
LSIA
172
LaSalle St. Investment Advisors
Illinois
$1.32M +$1.32M +57,488 New
BWG
173
Beta Wealth Group
California
$1.31M +$25.1K +1,091 +2%
IFA
174
Index Fund Advisors
California
$1.3M +$1.09M +47,277 +512%
RA
175
RFG Advisory
Alabama
$1.3M +$58.5K +2,543 +5%
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