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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

410 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 233 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.94%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
27
Increased
233
Reduced
114
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
1
Evoke Wealth
California
$29.8M
2
Jane Street
2
Jane Street
New York
$38M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$24.7M
4
Bank of America
4
Bank of America
North Carolina
$96.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.55M
3
MA
3
Mutual Advisors
Nebraska
$721K
4
AWM
4
Arista Wealth Management
Nevada
$4.64M
5
VWA
5
Valued Wealth Advisors
Utah
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMC
176
Heritage Wealth Management (California)
California
$2.39M -$65.1K -2,635 -3%
WW
177
Waterfront Wealth
Kansas
$2.37M +$2.37M +95,487 New
AFS
178
Annapolis Financial Services
Maryland
$2.36M -$4.22M -170,836 -64%
SCM
179
Saxony Capital Management
Missouri
$2.35M +$117K +4,731 +5%
RJA
180
Raymond James & Associates
Florida
$2.34M +$63.6K +2,572 +3%
AP
181
Adero Partners
California
$2.22M -$32.5K -1,313 -1%
LWM
182
Lodestone Wealth Management
Washington
$2.16M +$2.52K +102 +0.1%
RA
183
RFG Advisory
Alabama
$2.09M +$78.2K +3,164 +4%
FS
184
Financial Symmetry
North Carolina
$2.06M +$270K +10,942 +15%
CPA
185
Cardiff Park Advisors
California
$1.95M +$333K +13,473 +21%
KWM
186
Keebeck Wealth Management
Illinois
$1.87M +$19.7K +797 +1%
SFS
187
Security Financial Services
Indiana
$1.85M +$88.2K +3,566 +5%
THL
188
Tillman Hartley LLC
Colorado
$1.84M +$33K +1,334 +2%
AF
189
Allworth Financial
California
$1.82M +$119K +4,812 +7%
CA
190
Claris Advisors
Missouri
$1.8M +$284K +11,477 +19%
NWM
191
Northwest Wealth Management
Iowa
$1.77M +$993K +40,170 +128%
TWP
192
Total Wealth Planning
Ohio
$1.77M -$8.65K -350 -0.5%
VCM
193
Versant Capital Management
Arizona
$1.76M -$191K -7,717 -10%
ZF
194
Zhang Financial
Michigan
$1.75M +$840 +34 +0%
CA
195
CGN Advisors
Kansas
$1.74M -$73.7K -2,981 -4%
GAM
196
GEM Asset Management
Michigan
$1.73M +$83.1K +3,452 +5%
PWM
197
Penobscot Wealth Management
Maine
$1.72M +$453K +18,324 +36%
EH
198
Equitable Holdings
New York
$1.68M +$227K +9,178 +16%
LW
199
Lauer Wealth
Indiana
$1.68M +$47.3K +1,891 +3%
MWM
200
Meritas Wealth Management
California
$1.67M +$791 +32 +0%
6 7
8
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