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Dimensional Emerging Core Equity Market ETF

336 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, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

172% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 71

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$237M)

9% more funds holding

Funds holding: 307336 (+29)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.46% less ownership

Funds ownership: 78.83%77.37% (-1.5%)

Holders
336
Holders Change
+29
Holders Change %
+9.45%
% of All Funds
5.35%
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
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
151
American Investment Services
Massachusetts
$1.8M
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$1.79M +$33.4K +1,450 +2%
BIG
153
Builder Investment Group
Georgia
$1.78M +$115K +4,988 +7%
IA
154
IFP Advisors
Florida
$1.76M +$114K +4,953 +8%
THL
155
Tillman Hartley LLC
Colorado
$1.72M +$205K +8,891 +14%
TWP
156
Total Wealth Planning
Ohio
$1.71M -$91.3K -3,963 -5%
CA
157
CGN Advisors
Kansas
$1.68M +$213K +9,257 +14%
EAM
158
Evanson Asset Management
California
$1.57M +$54.1K +2,346 +4%
BCG
159
Breakwater Capital Group
New Jersey
$1.56M +$251K +10,894 +19%
MWM
160
Meritas Wealth Management
California
$1.55M +$64.2K +2,784 +4%
DWM
161
Drive Wealth Management
Utah
$1.51M +$351K +15,234 +30%
MWA
162
Mills Wealth Advisors
Texas
$1.5M -$366K -15,904 -20%
GCA
163
Gradient Capital Advisors
California
$1.48M -$98.2K -4,262 -6%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$1.46M +$87.9K +3,813 +6%
SIS
165
Strategic Investment Solutions
Illinois
$1.43M -$568K -24,645 -28%
AF
166
Advisornet Financial
Minnesota
$1.42M +$682K +29,580 +92%
CFS
167
Cannon Financial Strategists
Georgia
$1.37M -$6.06K -263 -0.4%
CPA
168
Cardiff Park Advisors
California
$1.37M +$140K +6,077 +11%
SSWG
169
Seven Springs Wealth Group
Tennessee
$1.36M -$72.5K -3,147 -5%
PA
170
PFG Advisors
Arizona
$1.35M +$1.35M +58,445 New
ZF
171
Zhang Financial
Michigan
$1.34M -$5.46K -237 -0.4%
MFGM
172
Marshall Financial Group (Maryland)
Maryland
$1.33M -$43.8K -1,900 -3%
LSIA
173
LaSalle St. Investment Advisors
Illinois
$1.32M +$1.32M +57,488 New
BWG
174
Beta Wealth Group
California
$1.31M +$25.1K +1,091 +2%
IFA
175
Index Fund Advisors
California
$1.3M +$1.09M +47,277 +512%

DFAE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAE positions and 10 closed out — a net gain of 34 holders — while 193 added to existing stakes and 71 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.5M. The largest seller was Creative Planning, cutting an estimated $40.1M.

  • 336 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2023, up from 307 in Q4 2022.
  • Funds reported $1.77B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +34 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $25.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2023 was Creative Planning, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.