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Dimensional Emerging Core Equity Market ETF

336 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

172% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 71

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$237M)

9% more funds holding

Funds holding: 307336 (+29)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.46% less ownership

Funds ownership: 78.83%77.37% (-1.5%)

Holders
336
Holders Change
+29
Holders Change %
+9.45%
% of All Funds
5.35%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
176
RFG Advisory
Alabama
$1.3M +$58.6K +2,543 +5%
PFG
177
Pinnacle Financial Group
Illinois
$1.23M +$136K +5,899 +12%
WP
178
WealthSource Partners
California
$1.22M +$2.77K +120 +0.2%
CWM
179
Cahill Wealth Management
Michigan
$1.21M +$136K +5,898 +13%
PP
180
PrairieView Partners
Minnesota
$1.19M +$175K +7,574 +17%
QCIG
181
Quad-Cities Investment Group
Iowa
$1.18M +$154K +6,682 +15%
PPW
182
Parcion Private Wealth
Washington
$1.17M +$14.7K +640 +1%
MCM
183
Morton Capital Management
California
$1.16M -$152K -6,613 -12%
SSC
184
Syverson Strege & Co
Iowa
$1.15M -$168K -7,306 -13%
GAM
185
GEM Asset Management
Michigan
$1.14M +$103K +4,485 +10%
LW
186
Lauer Wealth
Indiana
$1.14M +$1.14M +49,680 New
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$164K +7,134 +17%
ARIS
188
Advanced Research Investment Solutions
California
$1.12M +$328K +14,218 +41%
WFA
189
WMG Financial Advisors
Tennessee
$1.12M -$1.65M -71,676 -70%
SC
190
Shearwater Capital
Colorado
$1.09M +$134K +5,811 +14%
RRC
191
Relaxing Retirement Coach
Massachusetts
$1.09M -$680K -29,523 -38%
FM
192
Foster & Motley
Ohio
$1.07M +$10K +434 +0.9%
EH
193
Equitable Holdings
New York
$1.05M +$27.5K +1,194 +3%
SFS
194
Security Financial Services
Indiana
$1.02M +$144K +6,240 +16%
CA
195
Claris Advisors
Missouri
$993K -$37K -1,605 -4%
WRPWM
196
Werba Rubin Papier Wealth Management
California
$986K +$164K +7,097 +20%
HCM
197
Hutchinson Capital Management
California
$945K +$117K +5,066 +14%
CSB
198
City State Bank
Iowa
$933K +$60.1K +2,610 +7%
HighTower Advisors
199
HighTower Advisors
Illinois
$821K +$392K +17,002 +91%
HFA
200
Highland Financial Advisors
New Jersey
$820K +$53.3K +2,313 +7%

DFAE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAE positions and 10 closed out — a net gain of 34 holders — while 193 added to existing stakes and 71 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.5M. The largest seller was Creative Planning, cutting an estimated $40.1M.

  • 336 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2023, up from 307 in Q4 2022.
  • Funds reported $1.77B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +34 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $25.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2023 was Creative Planning, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.