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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

343 hedge funds and large institutions have $1.93B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 190 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
5.41%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
28
Increased
190
Reduced
97
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$80.9M
2
PCIA
Prime Capital Investment Advisors
Kansas
$12.5M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$10M
4
PO
Private Ocean
California
$14M
5
AWM
Avondale Wealth Management
Texas
$8.06M

Top Sellers

1
EWA
EP Wealth Advisors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$129M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$92.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$105M
5
OIS
Okabena Investment Services
Minnesota
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARIS
176
Advanced Research Investment Solutions
California
$1.41M +$264K +11,247 +23%
QCIG
177
Quad-Cities Investment Group
Iowa
$1.4M +$201K +8,573 +17%
EAM
178
Evanson Asset Management
California
$1.39M -$209K -8,901 -13%
SSWG
179
Seven Springs Wealth Group
Tennessee
$1.38M -$5.65K -241 -0.4%
CPA
180
Cardiff Park Advisors
California
$1.37M -$23K -980 -2%
BWG
181
Beta Wealth Group
California
$1.34M +$12K +511 +0.9%
RA
182
RFG Advisory
Alabama
$1.33M +$12.8K +547 +1%
CFS
183
Cannon Financial Strategists
Georgia
$1.28M -$121K -5,178 -9%
PFG
184
Pinnacle Financial Group
Illinois
$1.27M +$21.4K +913 +2%
GAM
185
GEM Asset Management
Michigan
$1.26M +$89.9K +3,831 +8%
MCM
186
Morton Capital Management
California
$1.24M +$58.7K +2,503 +5%
SSC
187
Syverson Strege & Co
Iowa
$1.2M +$32.4K +1,383 +3%
CWM
188
Cahill Wealth Management
Michigan
$1.2M -$34.7K -1,478 -3%
ZF
189
Zhang Financial
Michigan
$1.19M -$180K -7,670 -13%
CW
190
CreativeOne Wealth
Kansas
$1.16M +$444K +18,922 +62%
WP
191
WealthSource Partners
California
$1.16M -$84.6K -3,605 -7%
HCM
192
Hutchinson Capital Management
California
$1.15M +$187K +7,981 +19%
CA
193
Claris Advisors
Missouri
$1.14M +$127K +5,398 +13%
PP
194
PrairieView Partners
Minnesota
$1.14M -$75.6K -3,222 -6%
LSIA
195
LaSalle St. Investment Advisors
Illinois
$1.13M -$222K -9,451 -16%
WRPWM
196
Werba Rubin Papier Wealth Management
California
$1.11M +$110K +4,670 +11%
SC
197
Shearwater Capital
Colorado
$1.1M -$8.73K -372 -0.8%
EH
198
Equitable Holdings
New York
$1.1M +$28.9K +1,231 +3%
PPW
199
Parcion Private Wealth
Washington
$1.09M -$102K -4,350 -9%
FM
200
Foster & Motley
Ohio
$1.08M -$12.4K -530 -1%
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