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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Pettinga Financial Advisors
Indiana
$628K +$608K +28,590 New
1WM
202
1900 Wealth Management
Texas
$627K +$608K +28,561 New
MA
203
Mutual Advisors
Nebraska
$622K +$219K +10,315 +57%
SWM
204
Soundmark Wealth Management
Washington
$616K +$597K +28,053 New
IWC
205
Integrated Wealth Concepts
Massachusetts
$605K +$587K +27,572 New
FWM
206
Fortress Wealth Management
California
$581K -$32.2K -1,511 -5%
FOA
207
Five Oceans Advisors
California
$578K +$53.7K +2,523 +11%
BCM
208
Brainard Capital Management
Texas
$566K +$549K +25,800 New
WWM
209
Wolff Wiese Magana
California
$562K +$52.8K +2,479 +11%
RWM
210
Ruedi Wealth Management
Illinois
$556K +$443K +20,815 New
DP
211
DDD Partners
Washington
$554K +$1.23K +58 +0.2%
ACP
212
Aviance Capital Partners
Florida
$552K +$91.9K +4,321 +21%
B
213
Bridgeworth
Alabama
$539K +$57.1K +2,683 +12%
QHA
214
Quarry Hill Advisors
Minnesota
$531K +$515K +24,205 New
RK
215
Rather & Kittrell
Tennessee
$523K -$1.07M -50,487 -68%
CWM
216
CarsonAllaria Wealth Management
Illinois
$516K +$25.2K +1,184 +5%
API
217
Advisor Partners II
California
$508K +$492K +23,126 New
RCAG
218
Rehmann Capital Advisory Group
Michigan
$500K -$184K -8,631 -27%
KAS
219
Kestra Advisory Services
Texas
$496K -$574K -26,978 -54%
FWP
220
Firethorn Wealth Partners
Georgia
$483K -$64.4K -3,027 -12%
RVPG
221
Relative Value Partners Group
$480K +$52K +2,445 +13%
SIC
222
Samalin Investment Counsel
New York
$477K +$462K +21,724 New
VCM
223
Versant Capital Management
Arizona
$469K -$48.9K -2,300 -10%
AAS
224
Ameritas Advisory Services
Nebraska
$454K -$172K -8,093 -28%
1WA
225
180 Wealth Advisors
Washington
$447K +$391K +18,364 New

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.