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Dimensional Emerging Core Equity Market ETF

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$1.65M -$42.4K -1,853 -3%
CPIG
202
Chicago Partners Investment Group
Illinois
$1.65M -$685K -29,983 -30%
GAM
203
GEM Asset Management
Michigan
$1.65M +$202K +8,831 +15%
MWM
204
Meritas Wealth Management
California
$1.63M
CPA
205
Cardiff Park Advisors
California
$1.58M +$76.1K +3,329 +5%
GCA
206
Gradient Capital Advisors
California
$1.57M +$18.8K +824 +1%
PGFC
207
Peapack-Gladstone Financial Corp
New Jersey
$1.53M -$51.4K -2,250 -3%
MWA
208
Mills Wealth Advisors
Texas
$1.51M -$366 -16 -0%
LW
209
Lauer Wealth
Indiana
$1.5M +$110K +4,818 +8%
BCG
210
Breakwater Capital Group
New Jersey
$1.48M -$158K -6,927 -10%
YWM
211
Yoder Wealth Management
California
$1.48M +$707K +30,923 +101%
CA
212
Claris Advisors
Missouri
$1.48M +$144K +6,304 +11%
FCAS
213
First Command Advisory Services
Texas
$1.47M -$1.15M -50,310 -45%
BWG
214
Beta Wealth Group
California
$1.46M +$40.6K +1,778 +3%
KF
215
Krilogy Financial
Missouri
$1.45M +$481K +21,025 +54%
EAM
216
Evanson Asset Management
California
$1.45M -$1.42K -62 -0.1%
CSB
217
City State Bank
Iowa
$1.45M +$134K +5,869 +11%
TWP
218
Tempus Wealth Planning
California
$1.43M +$1.36M +59,293 New
EH
219
Equitable Holdings
New York
$1.42M +$206K +9,004 +18%
WANY
220
Wealthspire Advisors (New York)
New York
$1.39M +$1.32M +57,560 New
PP
221
PrairieView Partners
Minnesota
$1.38M +$273K +11,965 +26%
ACA
222
American Capital Advisory
Idaho
$1.32M +$1.25M +54,798 New
HCM
223
Hutchinson Capital Management
California
$1.32M +$38.7K +1,694 +3%
SSWG
224
Seven Springs Wealth Group
Tennessee
$1.31M -$95.8K -4,192 -7%
HFS
225
Heritage Financial Services
Massachusetts
$1.3M +$701K +30,653 +132%

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.