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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
176
Equitable Holdings
New York
$978K +$948K +44,559 New
QCIG
177
Quad-Cities Investment Group
Iowa
$975K +$270K +12,710 +40%
PP
178
PrairieView Partners
Minnesota
$968K -$718K -33,737 -43%
OIS
179
Okabena Investment Services
Minnesota
$887K -$14.5K -683 -2%
SFS
180
Security Financial Services
Indiana
$836K +$811K +38,104 New
CSB
181
City State Bank
Iowa
$833K +$166K +7,795 +26%
RCM
182
RNC Capital Management
California
$829K +$546K +25,650 +211%
IAG
183
Investmark Advisory Group
Connecticut
$800K +$225K +10,559 +41%
CI
184
Cordant Inc
Oregon
$792K +$766 +36 +0.1%
HCM
185
Hutchinson Capital Management
California
$790K
WRPWM
186
Werba Rubin Papier Wealth Management
California
$784K +$760K +35,738 New
ARIS
187
Advanced Research Investment Solutions
California
$758K -$1.1M -51,693 -60%
PO
188
Private Ocean
California
$752K +$36.3K +1,704 +5%
HIGP
189
Hill Investment Group Partners
Missouri
$733K -$205K -9,645 -22%
HFA
190
Highland Financial Advisors
New Jersey
$731K +$270K +12,671 +61%
FFM
191
Flagstone Financial Management
Nebraska
$729K +$707K +33,216 New
AF
192
Advisornet Financial
Minnesota
$706K -$347K -16,330 -34%
BA
193
Bristlecone Advisors
Washington
$696K -$109K -5,142 -14%
RGF
194
Retirement Guys Formula
Ohio
$670K +$170K +7,999 +36%
AWM
195
Arista Wealth Management
Nevada
$669K +$648K +30,460 New
LEFP
196
Leading Edge Financial Planning
Tennessee
$659K +$639K +30,006 New
PWIA
197
Porter White Investment Advisors
Alabama
$650K +$631K +29,635 New
CW
198
CreativeOne Wealth
Kansas
$637K +$5.38K +253 +0.9%
CIAS
199
Capital Investment Advisory Services
North Carolina
$636K -$44.2K -2,075 -7%
OPS
200
Orion Portfolio Solutions
Nebraska
$629K -$63.6K -2,988 -9%

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.