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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

411 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 79 funds opening new positions, 189 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+53
Holders Change %
+14.8%
% of All Funds
6.03%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
79
Increased
189
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TLFA
True Link Financial Advisors
California
$33.2M
2
PO
Private Ocean
California
$43.6M
3
FIM
Freedom Investment Management
Connecticut
$16.1M
4
UBS Group
UBS Group
Switzerland
$120M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$75.2K
2
EW
Evoke Wealth
California
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
OMC
Old Mission Capital
Illinois
$4.45M
5
FTUS
Flow Traders U.S.
New York
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$2.29M -$5.55K -230 -0.2%
BPA
177
Beacon Pointe Advisors
California
$2.24M -$225K -9,319 -9%
RJA
178
Raymond James & Associates
Florida
$2.22M -$405K -16,808 -15%
AP
179
Adero Partners
California
$2.2M – – –
SCM
180
Saxony Capital Management
Missouri
$2.18M +$2.18M +90,429 New
WA
181
Waddell & Associates
Tennessee
$2.16M +$2.05K +85 +0.1%
AG
182
AlTi Global
New York
$2.13M +$2.13M +88,370 New
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$2.13M +$2.13M +88,327 New
CSWM
184
Cassady Schiller Wealth Management
Ohio
$2.12M +$1.95M +81,020 +1,176%
AIS
185
American Investment Services
Massachusetts
$2.11M +$134K +5,550 +7%
LWM
186
Lodestone Wealth Management
Washington
$2.11M -$69.4K -2,877 -3%
CAN
187
Cetera Advisor Networks
California
$2.07M +$356K +14,766 +21%
SC
188
Savant Capital
Illinois
$2.05M +$1.22M +50,510 +147%
AWM
189
Avior Wealth Management
Nebraska
$2M -$1.2M -49,659 -37%
RA
190
RFG Advisory
Alabama
$1.96M +$131K +5,433 +7%
VCM
191
Versant Capital Management
Arizona
$1.91M +$134K +5,538 +8%
SFA
192
Sequoia Financial Advisors
Ohio
$1.9M -$876K -36,325 -32%
KWM
193
Keebeck Wealth Management
Illinois
$1.8M +$572K +23,744 +47%
CA
194
CGN Advisors
Kansas
$1.77M +$38.6K +1,601 +2%
THL
195
Tillman Hartley LLC
Colorado
$1.77M +$20.5K +849 +1%
FS
196
Financial Symmetry
North Carolina
$1.75M +$1.75M +72,467 New
TWP
197
Total Wealth Planning
Ohio
$1.73M -$9.64K -400 -0.6%
SFS
198
Security Financial Services
Indiana
$1.72M +$574K +23,822 +50%
ZF
199
Zhang Financial
Michigan
$1.71M +$536K +22,235 +46%
AF
200
Allworth Financial
California
$1.65M -$44.7K -1,853 -3%
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