DFAE icon

Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

410 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 233 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.94%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
27
Increased
233
Reduced
114
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
1
Evoke Wealth
California
$29.8M
2
Jane Street
2
Jane Street
New York
$38M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$24.7M
4
Bank of America
4
Bank of America
North Carolina
$96.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.55M
3
MA
3
Mutual Advisors
Nebraska
$721K
4
AWM
4
Arista Wealth Management
Nevada
$4.64M
5
VWA
5
Valued Wealth Advisors
Utah
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
151
KEB Asset Management
Illinois
$3.53M +$57K +2,306 +2%
HWMT
152
Heritage Wealth Management (Texas)
Texas
$3.47M +$67.8K +2,741 +2%
LFA
153
Level Financial Advisors
New York
$3.42M -$278K -11,227 -8%
Osaic Holdings
154
Osaic Holdings
Arizona
$3.37M +$708K +28,625 +27%
LWA
155
Ledgewood Wealth Advisors
New Hampshire
$3.33M +$45.8K +1,851 +1%
BIG
156
Builder Investment Group
Georgia
$3.32M +$432K +17,475 +15%
AFA
157
AA Financial Advisors
Ohio
$3.31M +$871K +35,250 +36%
ALWM
158
Andrews Lucia Wealth Management
California
$3.25M +$204K +8,237 +7%
1WM
159
1900 Wealth Management
Texas
$3.16M -$2.82M -113,977 -47%
FWM
160
FMB Wealth Management
California
$3.12M +$74 +3 +0%
SWA
161
Sax Wealth Advisors
New Jersey
$2.96M -$1.41M -57,201 -32%
HWM
162
HFG Wealth Management
Texas
$2.92M +$122K +4,954 +4%
SMM
163
Stadion Money Management
Georgia
$2.86M -$57.1K -2,309 -2%
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$2.78M +$269K +10,874 +11%
CW
165
CreativeOne Wealth
Kansas
$2.76M +$1.6M +64,577 +138%
PFA
166
Pettinga Financial Advisors
Indiana
$2.75M +$2.33M +94,112 +547%
CSWM
167
Cassady Schiller Wealth Management
Ohio
$2.75M +$575K +23,258 +26%
PA
168
PFG Advisors
Arizona
$2.73M +$204K +8,265 +8%
CFO
169
CVA Family Office
Colorado
$2.71M -$426K -17,213 -14%
WWP
170
Waypoint Wealth Partners
California
$2.66M -$124K -5,000 -4%
IA
171
IFP Advisors
Florida
$2.55M +$27.8K +1,125 +1%
BBNB
172
Baker Boyer National Bank
Washington
$2.53M +$111K +4,478 +5%
RFP
173
RCS Financial Planning
Maryland
$2.53M -$91.7K -3,708 -4%
CAN
174
Cetera Advisor Networks
California
$2.39M +$276K +11,150 +13%
BPA
175
Beacon Pointe Advisors
California
$2.39M +$90.7K +3,669 +4%
5 6
7
8 9