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Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
RCS Financial Planning
Maryland
$2.68M +$36K +1,420 +1%
HWMC
177
Heritage Wealth Management (California)
California
$2.6M +$96.8K +3,818 +4%
BPA
178
Beacon Pointe Advisors
California
$2.54M +$36.7K +1,447 +1%
NWM
179
Northwest Wealth Management
Iowa
$2.51M +$640K +25,243 +35%
WW
180
Waterfront Wealth
Kansas
$2.47M -$2.28K -90 -0.1%
FS
181
Financial Symmetry
North Carolina
$2.39M +$230K +9,071 +11%
1WM
182
1900 Wealth Management
Texas
$2.38M -$913K -36,035 -28%
RA
183
RFG Advisory
Alabama
$2.37M +$180K +7,098 +8%
RJA
184
Raymond James & Associates
Florida
$2.35M -$93.5K -3,690 -4%
THL
185
Tillman Hartley LLC
Colorado
$2.35M +$411K +16,218 +22%
WWP
186
Waypoint Wealth Partners
California
$2.27M -$495K -19,549 -18%
AFS
187
Annapolis Financial Services
Maryland
$2.23M -$234K -9,223 -10%
LWM
188
Lodestone Wealth Management
Washington
$2.19M -$72.3K -2,853 -3%
SFS
189
Security Financial Services
Indiana
$2.16M +$216K +8,529 +11%
AP
190
Adero Partners
California
$2.14M -$185K -7,295 -8%
VCM
191
Versant Capital Management
Arizona
$1.99M +$140K +5,527 +8%
PWM
192
Penobscot Wealth Management
Maine
$1.93M +$85.5K +3,372 +5%
KWM
193
Keebeck Wealth Management
Illinois
$1.93M -$26K -1,025 -1%
LW
194
Linscomb Wealth
Texas
$1.9M +$154K +6,057 +9%
BHWM
195
Bay Harbor Wealth Management
Maryland
$1.89M +$416K +16,401 +29%
TWP
196
Total Wealth Planning
Ohio
$1.88M -$39.8K -1,572 -2%
CSB
197
City State Bank
Iowa
$1.87M +$164K +6,485 +10%
EH
198
Equitable Holdings
New York
$1.85M +$94.9K +3,743 +6%
CW
199
CreativeOne Wealth
Kansas
$1.84M -$1.02M -40,246 -36%
BCG
200
Breakwater Capital Group
New Jersey
$1.82M +$153K +6,040 +9%

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.