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Dimensional Emerging Core Equity Market ETF
DFAE

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359 → 413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 41 → 43 (+2)

0.48% more ownership

Funds ownership: 80.72% → 81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$31.5M
2
PO
Private Ocean
California
+$15.7M
3
FIM
Freedom Investment Management
Connecticut
+$15.3M
4
UBS Group
UBS Group
Switzerland
+$12.4M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.6M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$27.8M
2
EW
Evoke Wealth
California
-$27.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.55M
4
OMC
Old Mission Capital
Illinois
-$6.44M
5
FTUS
Flow Traders U.S.
New York
-$5.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMT
151
Heritage Wealth Management (Texas)
Texas
$3.31M +$237K +10,373 +8%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$3.25M +$2.65M +115,918 +617%
LWA
153
Ledgewood Wealth Advisors
New Hampshire
$3.21M +$3.04M +132,973 New
DI
154
Disciplined Investments
Oklahoma
$3.14M -$150K -6,564 -5%
FTUS
155
Flow Traders U.S.
New York
$3.1M -$5.43M -237,682 -65%
FHC
156
Fort Henry Capital
West Virginia
$3.09M +$258K +11,305 +10%
CFO
157
CVA Family Office
Colorado
$3.06M -$162K -7,098 -5%
FWM
158
FMB Wealth Management
California
$3.04M +$27K +1,181 +0.9%
ALWM
159
Andrews Lucia Wealth Management
California
$2.97M +$78.3K +3,427 +3%
FPAS
160
Focus Partners Advisor Solutions
Missouri
$2.91M -$532K -23,262 -16%
BEW
161
Burton Enright Welch
California
$2.87M +$375K +16,402 +16%
SMM
162
Stadion Money Management
Georgia
$2.84M +$2.7M +117,946 New
SPI
163
Sutton Place Investors
New York
$2.82M +$526 +23 +0%
BIG
164
Builder Investment Group
Georgia
$2.82M +$38.9K +1,703 +1%
HWM
165
HFG Wealth Management
Texas
$2.73M +$2.59M +113,352 New
WWP
166
Waypoint Wealth Partners
California
$2.71M +$914 +40 +0%
Osaic Holdings
167
Osaic Holdings
Arizona
$2.6M -$480K -21,013 -16%
RFP
168
RCS Financial Planning
Maryland
$2.55M -$88.7K -3,879 -4%
OIS
169
Okabena Investment Services
Minnesota
$2.53M +$114K +4,993 +5%
PA
170
PFG Advisors
Arizona
$2.46M +$274K +12,009 +13%
IA
171
IFP Advisors
Florida
$2.46M +$552K +24,139 +31%
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$2.45M +$338K +14,803 +17%
HWMC
173
Heritage Wealth Management (California)
California
$2.39M +$2.27M +99,159 New
AFA
174
AA Financial Advisors
Ohio
$2.38M +$2.25M +98,559 New
BBNB
175
Baker Boyer National Bank
Washington
$2.36M +$36K +1,576 +2%
5 6
7
8 9

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.