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Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
151
Private Advisor Group
New Jersey
$4.76M -$2.06M -78,836 -31%
ST
152
Sageworth Trust
Pennsylvania
$4.75M -$17.1K -655 -0.4%
KAM
153
KEB Asset Management
Illinois
$4.66M +$411K +15,750 +10%
MHB
154
Midwest Heritage Bank
Iowa
$4.65M -$4.15K -159 -0.1%
HWMT
155
Heritage Wealth Management (Texas)
Texas
$4.58M +$179K +6,876 +4%
LWA
156
Ledgewood Wealth Advisors
New Hampshire
$4.53M +$438K +16,805 +11%
WCWM
157
Willow Creek Wealth Management
California
$4.53M -$147K -5,646 -3%
SMA
158
Seven Mile Advisory
New Jersey
$4.51M +$452K +17,342 +12%
IWS
159
Integrity Wealth Solutions
Colorado
$4.44M +$220K +8,436 +5%
TWCA
160
Two West Capital Advisors
Kansas
$4.42M +$523K +20,056 +14%
FHC
161
Fort Henry Capital
West Virginia
$4.4M +$277K +10,615 +7%
PFA
162
Pettinga Financial Advisors
Indiana
$4.32M +$56.5K +2,167 +1%
PPH
163
Pure Portfolios Holdings
Oregon
$4.27M +$4.06M +155,874 New
SPI
164
Sutton Place Investors
New York
$4.18M +$37.8K +1,450 +1%
SWP
165
SIMA Wealth Partners
Virginia
$4.16M +$220K +8,441 +6%
GM
166
GeoWealth Management
Illinois
$4.12M +$310K +11,877 +9%
QFA
167
Quantum Financial Advisors
California
$4.05M -$170K -6,525 -4%
Stifel Financial
168
Stifel Financial
Missouri
$3.94M -$13.1M -503,699 -78%
FWM
169
FMB Wealth Management
California
$3.82M +$266K +10,202 +8%
BIG
170
Builder Investment Group
Georgia
$3.78M +$77.1K +2,955 +2%
OCM
171
One Capital Management
California
$3.66M -$2.37M -90,871 -40%
1WM
172
1900 Wealth Management
Texas
$3.5M +$936K +35,879 +39%
LFA
173
Level Financial Advisors
New York
$3.49M -$89.9K -3,449 -3%
ALWM
174
Andrews Lucia Wealth Management
California
$3.48M +$87.5K +3,355 +3%
PA
175
PFG Advisors
Arizona
$3.37M +$187K +7,189 +6%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.