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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

358 hedge funds and large institutions have $2.39B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 213 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+15
Holders Change %
+4.37%
% of All Funds
5.71%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.65%
New
33
Increased
213
Reduced
78
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$286M
2
MRC
Millburn Ridgefield Corp
New York
$32.5M
3
CCA
Catalyst Capital Advisors
New York
$32.5M
4
SIS
Strategic Investment Solutions
Illinois
$28.9M
5
UBS Group
UBS Group
Switzerland
$99.9M

Top Sellers

1
FPCG
Forum Private Client Group
Indiana
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
MSWMA
Market Street Wealth Management Advisors
Indiana
$11.3M
4
CPIG
Chicago Partners Investment Group
Illinois
$2.19M
5
PGF
Plan Group Financial
Oklahoma
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
151
Raymond James & Associates
Florida
$2.46M +$653K +28,920 +36%
AC
152
Apella Capital
Connecticut
$2.43M -$18.3K -809 -0.7%
BPA
153
Beacon Pointe Advisors
California
$2.31M +$379K +16,809 +20%
OIS
154
Okabena Investment Services
Minnesota
$2.25M – – –
Cerity Partners
155
Cerity Partners
New York
$2.25M +$297K +13,148 +15%
CPIG
156
Chicago Partners Investment Group
Illinois
$2.19M -$2.78M -127,648 -56%
BBNB
157
Baker Boyer National Bank
Washington
$2.17M -$24.3K -1,076 -1%
AF
158
Advisornet Financial
Minnesota
$2.15M +$58.7K +2,599 +3%
MHB
159
Midwest Heritage Bank
Iowa
$2.13M +$65K +2,878 +3%
AP
160
Adero Partners
California
$2.06M -$1.08K -48 -0.1%
LWM
161
Lodestone Wealth Management
Washington
$2.04M -$123K -5,439 -6%
PA
162
PFG Advisors
Arizona
$2.03M +$207K +9,166 +11%
WA
163
Waddell & Associates
Tennessee
$2.02M – – –
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$1.96M +$243K +10,772 +14%
AIS
165
American Investment Services
Massachusetts
$1.85M +$17.7K +785 +1%
IA
166
IFP Advisors
Florida
$1.75M +$43K +1,904 +3%
FIS
167
Fischer Investment Strategies
California
$1.74M -$13.2K -584 -0.8%
RA
168
RFG Advisory
Alabama
$1.71M +$427K +18,924 +33%
VCM
169
Versant Capital Management
Arizona
$1.66M +$798K +35,376 +93%
THL
170
Tillman Hartley LLC
Colorado
$1.63M +$1.69K +75 +0.1%
TWP
171
Total Wealth Planning
Ohio
$1.63M -$1.29K -57 -0.1%
CA
172
CGN Advisors
Kansas
$1.62M +$15.1K +667 +0.9%
CAN
173
Cetera Advisor Networks
California
$1.6M +$1.26M +55,914 +372%
AF
174
Allworth Financial
California
$1.59M -$1.27M -56,119 -44%
BCG
175
Breakwater Capital Group
New Jersey
$1.57M -$154K -7,023 -9%
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7
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