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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

509 hedge funds and large institutions have $4.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 252 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+63
Holders Change %
+14.13%
% of All Funds
6.78%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
94
Increased
252
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$411M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$324M
3
MG
3
Mather Group
Illinois
$227M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$33M
5
RFP
5
Root Financial Partners
California
$46.2M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
EWA
2
EP Wealth Advisors
California
$12.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$32.5M
4
KAS
4
Kestra Advisory Services
Texas
$1.72M
5
UB
5
UMB Bank
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
McMill Wealth Management
Nebraska
$5.01M +$5.01M +197,462 New
DI
152
Disciplined Investments
Oklahoma
$4.91M +$324K +12,760 +7%
CW
153
Curio Wealth
Maryland
$4.85M +$4.85M +190,976 New
HWMT
154
Heritage Wealth Management (Texas)
Texas
$4.82M +$581K +22,903 +14%
PIAS
155
PCA Investment Advisory Services
Ohio
$4.66M -$634K -25,009 -12%
MHB
156
Midwest Heritage Bank
Iowa
$4.55M +$243K +9,563 +6%
SPI
157
Sutton Place Investors
New York
$4.52M +$650K +25,612 +17%
CCM
158
Colorado Capital Management
Colorado
$4.52M +$1.73M +68,103 +62%
GAM
159
GEM Asset Management
Michigan
$4.51M -$858K -33,835 -16%
KAM
160
KEB Asset Management
Illinois
$4.4M +$81.2K +3,199 +2%
LWA
161
Ledgewood Wealth Advisors
New Hampshire
$4.39M +$192K +7,572 +5%
ST
162
Sageworth Trust
Pennsylvania
$4.36M -$36K -1,418 -0.8%
IWS
163
Integrity Wealth Solutions
Colorado
$4.29M +$174K +6,840 +4%
FHC
164
Fort Henry Capital
West Virginia
$4.28M +$207K +8,174 +5%
WCWM
165
Willow Creek Wealth Management
California
$4.28M +$82.4K +3,246 +2%
PPH
166
Pure Portfolios Holdings
Oregon
$4.23M +$276K +10,871 +7%
IWP
167
IAG Wealth Partners
Wisconsin
$4.03M +$4.03M +158,868 New
PFA
168
Pettinga Financial Advisors
Indiana
$3.94M -$62.7K -2,470 -2%
TWCA
169
Two West Capital Advisors
Kansas
$3.88M -$215K -8,485 -5%
SMA
170
Seven Mile Advisory
New Jersey
$3.82M -$357K -14,088 -9%
BWMG
171
Bannerman Wealth Management Group
Texas
$3.79M +$3.79M +149,493 New
AWM
172
Aegis Wealth Management
Maryland
$3.72M +$3.72M +146,720 New
ALWM
173
Andrews Lucia Wealth Management
California
$3.7M +$8.11K +296 +0.2%
BIG
174
Builder Investment Group
Georgia
$3.55M +$55K +2,167 +2%
FWM
175
FMB Wealth Management
California
$3.54M +$6.6K +260 +0.2%
5 6
7
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