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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

431 hedge funds and large institutions have $3.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 230 increasing their positions, 125 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
6.27%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
41
Increased
230
Reduced
125
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
$89.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
FMI
Factory Mutual Insurance
Massachusetts
$35.1M
4
EWA
EP Wealth Advisors
California
$31.4M
5
CA
Clearstead Advisors
Ohio
$13.2M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Jane Street
Jane Street
New York
$14.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
176
Beacon Pointe Advisors
California
$2.54M +$37.4K +1,447 +1%
NWM
177
Northwest Wealth Management
Iowa
$2.51M +$653K +25,243 +35%
WW
178
Waterfront Wealth
Kansas
$2.47M -$2.33K -90 -0.1%
FS
179
Financial Symmetry
North Carolina
$2.39M +$235K +9,071 +11%
1WM
180
1900 Wealth Management
Texas
$2.38M -$932K -36,035 -28%
RA
181
RFG Advisory
Alabama
$2.37M +$184K +7,098 +8%
RJA
182
Raymond James & Associates
Florida
$2.35M -$95.5K -3,690 -4%
THL
183
Tillman Hartley LLC
Colorado
$2.35M +$420K +16,218 +22%
WWP
184
Waypoint Wealth Partners
California
$2.27M -$506K -19,549 -18%
AFS
185
Annapolis Financial Services
Maryland
$2.23M -$239K -9,223 -10%
LWM
186
Lodestone Wealth Management
Washington
$2.19M -$73.8K -2,853 -3%
SFS
187
Security Financial Services
Indiana
$2.16M +$221K +8,529 +11%
AP
188
Adero Partners
California
$2.14M -$189K -7,295 -8%
VCM
189
Versant Capital Management
Arizona
$1.99M +$143K +5,527 +8%
PWM
190
Penobscot Wealth Management
Maine
$1.93M +$89.2K +3,372 +5%
KWM
191
Keebeck Wealth Management
Illinois
$1.93M -$26.5K -1,025 -1%
LW
192
Linscomb Wealth
Texas
$1.9M +$157K +6,057 +9%
BHWM
193
Bay Harbor Wealth Management
Maryland
$1.89M +$424K +16,401 +29%
TWP
194
Total Wealth Planning
Ohio
$1.88M -$42.2K -1,572 -2%
CSB
195
City State Bank
Iowa
$1.87M +$168K +6,485 +10%
EH
196
Equitable Holdings
New York
$1.85M +$96.8K +3,743 +6%
CW
197
CreativeOne Wealth
Kansas
$1.84M -$1.04M -40,246 -36%
BCG
198
Breakwater Capital Group
New Jersey
$1.82M +$156K +6,040 +9%
EFP
199
Elser Financial Planning
Indiana
$1.82M +$1.82M +70,277 New
CA
200
Claris Advisors
Missouri
$1.8M -$77.7K -3,004 -4%
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