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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Shilanski & Associates
Alaska
$301K +$338K +14,967 New
ZF
177
Zhang Financial
Michigan
$296K +$333K +14,744 New
AC
178
Applied Capital
Arkansas
$287K -$8.76K -388 -3%
PCM
179
Parsons Capital Management
Rhode Island
$283K +$3.48K +154 +1%
WA
180
Wealthstream Advisors
New York
$281K +$315K +13,970 New
CG
181
Caprock Group
Idaho
$279K +$25.1K +1,110 +9%
FNBSF
182
First National Bank Sioux Falls
South Dakota
$276K -$183K -8,123 -37%
Truist Financial
183
Truist Financial
North Carolina
$272K +$9.1K +403 +3%
BC
184
Burney Company
Virginia
$270K -$9.73K -431 -3%
UWM
185
USAdvisors Wealth Management
Minnesota
$270K +$33.7K +1,493 +12%
WG
186
Watchman Group
Texas
$269K -$101K -4,490 -25%
KAM
187
KEB Asset Management
Illinois
$267K +$77.2K +3,420 +35%
TFA
188
Triad Financial Advisors
North Carolina
$261K -$49.3K -2,184 -14%
GA
189
Greenspring Advisors
Maryland
$252K +$7.81K +346 +3%
LFA
190
Lauterbach Financial Advisors
Texas
$248K
CPA
191
Cardiff Park Advisors
California
$247K +$9.23K +409 +3%
DFC
192
DBK Financial Counsel
Ohio
$246K
RCM
193
RNC Capital Management
California
$244K +$13.5K +600 +5%
SG
194
Stonnington Group
California
$224K +$1.13K +50 +0.4%
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$215K -$2.66K -118 -1%
CA
196
Claris Advisors
Missouri
$215K +$11.2K +498 +5%
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$212K -$19.9K -881 -8%
IAN
198
Integrated Advisors Network
Texas
$212K -$1.9K -84 -0.8%
Morgan Stanley
199
Morgan Stanley
New York
$191K +$925 +41 +0.4%
AWA
200
Acorn Wealth Advisors
Michigan
$121K +$136K +6,028 New

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.