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Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMT
151
Heritage Wealth Management (Texas)
Texas
$4.15M +$510K +20,103 +14%
DI
152
Disciplined Investments
Oklahoma
$4.13M +$235K +9,284 +6%
PFA
153
Pettinga Financial Advisors
Indiana
$4.02M +$1.12M +44,255 +40%
KAM
154
KEB Asset Management
Illinois
$3.99M +$292K +11,539 +8%
QFA
155
Quantum Financial Advisors
California
$3.99M -$89K -3,510 -2%
IWS
156
Integrity Wealth Solutions
Colorado
$3.98M +$68.2K +2,692 +2%
SPI
157
Sutton Place Investors
New York
$3.91M +$76.4K +3,015 +2%
FHC
158
Fort Henry Capital
West Virginia
$3.88M +$176K +6,940 +5%
LWA
159
Ledgewood Wealth Advisors
New Hampshire
$3.84M +$347K +13,683 +10%
SMA
160
Seven Mile Advisory
New Jersey
$3.81M +$72.7K +2,867 +2%
SWP
161
SIMA Wealth Partners
Virginia
$3.71M +$3.63M +143,336 New
TWCA
162
Two West Capital Advisors
Kansas
$3.65M +$3.58M +141,206 New
GM
163
GeoWealth Management
Illinois
$3.58M -$7.12M -280,963 -67%
AC
164
Apella Capital
Connecticut
$3.57M -$157K -6,196 -4%
BIG
165
Builder Investment Group
Georgia
$3.49M +$16.1K +636 +0.5%
LFA
166
Level Financial Advisors
New York
$3.38M -$197K -7,775 -6%
FWM
167
FMB Wealth Management
California
$3.34M +$75.3K +2,971 +2%
ALWM
168
Andrews Lucia Wealth Management
California
$3.25M
Osaic Holdings
169
Osaic Holdings
Arizona
$3.23M -$296K -11,662 -9%
BEW
170
Burton Enright Welch
California
$3.06M -$11.3K -447 -0.4%
SWA
171
Sax Wealth Advisors
New Jersey
$3.05M -$41.8K -1,648 -1%
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$3.03M +$124K +4,904 +4%
PA
173
PFG Advisors
Arizona
$3M +$141K +5,549 +5%
IA
174
IFP Advisors
Florida
$2.83M +$158K +6,228 +6%
BBNB
175
Baker Boyer National Bank
Washington
$2.71M +$61.7K +2,433 +2%

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.