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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

431 hedge funds and large institutions have $3.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 230 increasing their positions, 125 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
6.27%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
41
Increased
230
Reduced
125
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
$89.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
FMI
Factory Mutual Insurance
Massachusetts
$35.1M
4
EWA
EP Wealth Advisors
California
$31.4M
5
CA
Clearstead Advisors
Ohio
$13.2M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Jane Street
Jane Street
New York
$14.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMT
151
Heritage Wealth Management (Texas)
Texas
$4.15M +$520K +20,103 +14%
DI
152
Disciplined Investments
Oklahoma
$4.13M +$240K +9,284 +6%
PFA
153
Pettinga Financial Advisors
Indiana
$4.02M +$1.14M +44,255 +40%
KAM
154
KEB Asset Management
Illinois
$3.99M +$299K +11,539 +8%
QFA
155
Quantum Financial Advisors
California
$3.99M -$90.8K -3,510 -2%
IWS
156
Integrity Wealth Solutions
Colorado
$3.98M +$69.6K +2,692 +2%
SPI
157
Sutton Place Investors
New York
$3.91M +$78K +3,015 +2%
FHC
158
Fort Henry Capital
West Virginia
$3.88M +$180K +6,940 +5%
LWA
159
Ledgewood Wealth Advisors
New Hampshire
$3.84M +$354K +13,683 +10%
SMA
160
Seven Mile Advisory
New Jersey
$3.81M +$74.2K +2,867 +2%
TWCA
161
Two West Capital Advisors
Kansas
$3.65M +$3.65M +141,206 New
GM
162
GeoWealth Management
Illinois
$3.58M -$7.27M -280,963 -67%
AC
163
Apella Capital
Connecticut
$3.57M -$165K -6,196 -4%
BIG
164
Builder Investment Group
Georgia
$3.49M +$16.5K +636 +0.5%
LFA
165
Level Financial Advisors
New York
$3.38M -$201K -7,775 -6%
FWM
166
FMB Wealth Management
California
$3.34M +$76.9K +2,971 +2%
ALWM
167
Andrews Lucia Wealth Management
California
$3.25M – – –
Osaic Holdings
168
Osaic Holdings
Arizona
$3.23M -$302K -11,662 -9%
SWA
169
Sax Wealth Advisors
New Jersey
$3.05M -$42.6K -1,648 -1%
GJIA
170
Glass Jacobson Investment Advisors
Maryland
$3.03M +$127K +4,904 +4%
PA
171
PFG Advisors
Arizona
$3M +$144K +5,549 +5%
IA
172
IFP Advisors
Florida
$2.83M +$161K +6,228 +6%
BBNB
173
Baker Boyer National Bank
Washington
$2.71M +$62.9K +2,433 +2%
RFP
174
RCS Financial Planning
Maryland
$2.68M +$36.7K +1,420 +1%
HWMC
175
Heritage Wealth Management (California)
California
$2.6M +$98.8K +3,818 +4%
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