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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

411 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 79 funds opening new positions, 189 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+53
Holders Change %
+14.8%
% of All Funds
6.03%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
79
Increased
189
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TLFA
True Link Financial Advisors
California
$33.2M
2
PO
Private Ocean
California
$43.6M
3
FIM
Freedom Investment Management
Connecticut
$16.1M
4
UBS Group
UBS Group
Switzerland
$120M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$75.2K
2
EW
Evoke Wealth
California
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
OMC
Old Mission Capital
Illinois
$4.45M
5
FTUS
Flow Traders U.S.
New York
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMT
151
Heritage Wealth Management (Texas)
Texas
$3.31M +$250K +10,373 +8%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$3.25M +$2.79M +115,918 +617%
LWA
153
Ledgewood Wealth Advisors
New Hampshire
$3.21M +$3.21M +132,973 New
DI
154
Disciplined Investments
Oklahoma
$3.14M -$158K -6,564 -5%
FTUS
155
Flow Traders U.S.
New York
$3.1M -$5.73M -237,682 -65%
FHC
156
Fort Henry Capital
West Virginia
$3.09M +$273K +11,305 +10%
CFO
157
CVA Family Office
Colorado
$3.06M -$171K -7,098 -5%
FWM
158
FMB Wealth Management
California
$3.04M +$28.5K +1,181 +0.9%
ALWM
159
Andrews Lucia Wealth Management
California
$2.97M +$82.6K +3,427 +3%
FPAS
160
Focus Partners Advisor Solutions
Missouri
$2.91M -$561K -23,262 -16%
SMM
161
Stadion Money Management
Georgia
$2.84M +$2.84M +117,946 New
SPI
162
Sutton Place Investors
New York
$2.82M +$555 +23 +0%
BIG
163
Builder Investment Group
Georgia
$2.82M +$41.1K +1,703 +1%
HWM
164
HFG Wealth Management
Texas
$2.73M +$2.73M +113,352 New
WWP
165
Waypoint Wealth Partners
California
$2.71M +$964 +40 +0%
Osaic Holdings
166
Osaic Holdings
Arizona
$2.6M -$507K -21,013 -16%
RFP
167
RCS Financial Planning
Maryland
$2.55M -$93.5K -3,879 -4%
OIS
168
Okabena Investment Services
Minnesota
$2.53M +$120K +4,993 +5%
PA
169
PFG Advisors
Arizona
$2.46M +$290K +12,009 +13%
IA
170
IFP Advisors
Florida
$2.46M +$582K +24,139 +31%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$2.45M +$357K +14,803 +17%
HWMC
172
Heritage Wealth Management (California)
California
$2.39M +$2.39M +99,159 New
AFA
173
AA Financial Advisors
Ohio
$2.38M +$2.38M +98,559 New
BBNB
174
Baker Boyer National Bank
Washington
$2.36M +$38K +1,576 +2%
MHB
175
Midwest Heritage Bank
Iowa
$2.36M +$78K +3,234 +3%
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