We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179218 (+39)

13.71% more ownership

Funds ownership: 55.36%69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$251K -$119K -4,841 -31%
MA
177
Mutual Advisors
Nebraska
$249K -$5.56K -227 -2%
IAN
178
Integrated Advisors Network
Texas
$246K +$260K +10,612 New
CA
179
Claris Advisors
Missouri
$236K -$156K -6,389 -39%
FWM
180
Fortress Wealth Management
California
$233K +$246K +10,043 New
KAM
181
KEB Asset Management
Illinois
$229K +$242K +9,892 New
PFA
182
Pinnacle Family Advisors
Missouri
$220K +$3.72K +152 +2%
Morgan Stanley
183
Morgan Stanley
New York
$219K +$136K +5,541 +141%
GPA
184
Garrison Point Advisors
California
$211K -$318 -13 -0.1%
WWP
185
Waypoint Wealth Partners
California
$206K -$5.68M -232,023 -96%
FFM
186
Forum Financial Management
Illinois
$202K +$213K +8,702 New
AA
187
Ancora Advisors
Ohio
$158K
SWM
188
Spire Wealth Management
Virginia
$158K
AIM
189
Acropolis Investment Management
Missouri
$134K +$141K +5,765 New
STCOSD
190
Sageworth Trust Company of South Dakota
South Dakota
$128K +$135K +5,515 New
CWM
191
Castle Wealth Management
Florida
$90K +$95.7K +3,907 New
FSWA
192
Financial Synergies Wealth Advisors
Texas
$85.3K +$90.1K +3,681 New
CWP
193
Concord Wealth Partners
Virginia
$76K +$441 +18 +0.6%
WTA
194
Washington Trust Advisors
Massachusetts
$69K +$73.5K +3,000 New
GWM
195
Grand Wealth Management
Michigan
$67K +$70.3K +2,872 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$30K
HIA
197
Harbor Investment Advisory
Maryland
$28K
CCM
198
Covington Capital Management
California
$23K +$24.8K +1,013 New
HFS
199
Heritage Financial Services
Massachusetts
$23K +$25.4K +1,036 New
MFC
200
Morris Financial Concepts
South Carolina
$19K +$15.5K +632 +311%

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.