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Dimensional Emerging Core Equity Market ETF
DFAE

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359 → 413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 41 → 43 (+2)

0.48% more ownership

Funds ownership: 80.72% → 81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$31.5M
2
PO
Private Ocean
California
+$15.7M
3
FIM
Freedom Investment Management
Connecticut
+$15.3M
4
UBS Group
UBS Group
Switzerland
+$12.4M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.6M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$27.8M
2
EW
Evoke Wealth
California
-$27.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.55M
4
OMC
Old Mission Capital
Illinois
-$6.44M
5
FTUS
Flow Traders U.S.
New York
-$5.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHB
176
Midwest Heritage Bank
Iowa
$2.36M +$73.9K +3,234 +3%
AF
177
Advisornet Financial
Minnesota
$2.29M -$5.26K -230 -0.2%
BPA
178
Beacon Pointe Advisors
California
$2.24M -$213K -9,319 -9%
RJA
179
Raymond James & Associates
Florida
$2.22M -$384K -16,808 -15%
AP
180
Adero Partners
California
$2.2M – – –
SCM
181
Saxony Capital Management
Missouri
$2.18M +$2.07M +90,429 New
WA
182
Waddell & Associates
Tennessee
$2.16M +$1.94K +85 +0.1%
AG
183
AlTi Global
New York
$2.13M +$2.02M +88,370 New
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$2.13M +$2.02M +88,327 New
CSWM
185
Cassady Schiller Wealth Management
Ohio
$2.12M +$1.85M +81,020 +1,176%
AIS
186
American Investment Services
Massachusetts
$2.11M +$127K +5,550 +7%
LWM
187
Lodestone Wealth Management
Washington
$2.11M -$65.8K -2,877 -3%
CAN
188
Cetera Advisor Networks
California
$2.07M +$338K +14,766 +21%
SC
189
Savant Capital
Illinois
$2.05M +$1.15M +50,510 +147%
AWM
190
Avior Wealth Management
Nebraska
$2M -$1.14M -49,659 -37%
RA
191
RFG Advisory
Alabama
$1.96M +$124K +5,433 +7%
VCM
192
Versant Capital Management
Arizona
$1.91M +$127K +5,538 +8%
SFA
193
Sequoia Financial Advisors
Ohio
$1.9M -$830K -36,325 -32%
KWM
194
Keebeck Wealth Management
Illinois
$1.8M +$543K +23,744 +47%
CA
195
CGN Advisors
Kansas
$1.77M +$36.6K +1,601 +2%
THL
196
Tillman Hartley LLC
Colorado
$1.77M +$19.4K +849 +1%
FS
197
Financial Symmetry
North Carolina
$1.75M +$1.66M +72,467 New
TWP
198
Total Wealth Planning
Ohio
$1.73M -$9.14K -400 -0.6%
SFS
199
Security Financial Services
Indiana
$1.72M +$545K +23,822 +50%
ZF
200
Zhang Financial
Michigan
$1.71M +$508K +22,235 +46%
6 7
8
9 10

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.