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Dimensional Emerging Core Equity Market ETF

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179218 (+39)

13.71% more ownership

Funds ownership: 55.36%69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
201
Intelligent Financial Strategies
Minnesota
$19K +$20K +815 New
PO
202
Private Ocean
California
$17K +$122 +5 +0.7%
SC
203
Schubert & Co
Texas
$16K +$1.1K +45 +7%
EWA
204
EverSource Wealth Advisors
Alabama
$15K +$16.7K +683 +34,150%
OA
205
Operose Advisors
Wisconsin
$12K +$73 +3 +0.6%
TWC
206
TD Waterhouse Canada
Ontario, Canada
$11.7K
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$10K -$1.34M -54,741 -99%
FCG
208
Financial Connections Group
California
$8K
QCG
209
Quadrant Capital Group
Ohio
$8K
OCM
210
Orion Capital Management
California
$7K +$6.93K +283 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$6.74K +$6.27M +256,060 +799%
RIM
212
Rockbridge Investment Management
New York
$5.49K +$1.71K +70 +42%
ME
213
McIlrath & Eck
Washington
$5K
CFN
214
Cordasco Financial Network
Florida
$1K
PA
215
Parallel Advisors
California
$1K
SIC
216
Salem Investment Counselors
North Carolina
$1K
AW
217
Avion Wealth
Texas
$1K +$979 +40 New
BCM
218
Blume Capital Management
California
$1K +$1.22K +50 New
EVM
219
Eaton Vance Management
Massachusetts
-$16.2M -618,275 Closed
OMC
220
Old Mission Capital
Illinois
-$8.27M -315,195 Closed
GWA
221
Geometric Wealth Advisors
District of Columbia
-$4.72M -179,760 Closed
RJA
222
Raymond James & Associates
Florida
-$2.42M -92,157 Closed
B
223
BetterWealth
California
-$1.6M -61,049 Closed
CIAS
224
CFS Investment Advisory Services
New Jersey
-$2K -52,139 Closed
Citadel Advisors
225
Citadel Advisors
Florida
-$818K -31,175 Closed

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.