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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
EFP
201
Elser Financial Planning
Indiana
$1.82M +$1.78M +70,277 New
CA
202
Claris Advisors
Missouri
$1.8M -$76.1K -3,004 -4%
CA
203
CGN Advisors
Kansas
$1.79M -$28.8K -1,138 -2%
AF
204
Allworth Financial
California
$1.77M -$130K -5,122 -7%
YWM
205
Yoder Wealth Management
California
$1.76M +$24.1K +950 +1%
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$1.75M +$97.3K +3,839 +6%
GCA
207
Gradient Capital Advisors
California
$1.69M +$18.9K +744 +1%
BWG
208
Beta Wealth Group
California
$1.68M +$48K +1,892 +3%
MA
209
MBA Advisors
Pennsylvania
$1.68M +$224K +8,844 +16%
ZF
210
Zhang Financial
Michigan
$1.67M -$162K -6,397 -9%
AIS
211
American Investment Services
Massachusetts
$1.66M +$38.1K +1,502 +2%
HFS
212
Heritage Financial Services
Massachusetts
$1.65M +$80K +3,155 +5%
HCM
213
Hutchinson Capital Management
California
$1.65M +$140K +5,541 +10%
HWM
214
HFG Wealth Management
Texas
$1.65M -$1.39M -54,648 -46%
PL
215
Plancorp LLC
Missouri
$1.64M +$267K +10,554 +20%
LW
216
Lauer Wealth
Indiana
$1.63M -$162K -6,393 -10%
CPA
217
Cardiff Park Advisors
California
$1.62M -$409K -16,153 -20%
JP Morgan Chase
218
JP Morgan Chase
New York
$1.62M -$11.1M -438,461 -87%
BTI
219
Blue Trust Inc
Georgia
$1.6M
MWM
220
Meritas Wealth Management
California
$1.58M -$162K -6,411 -9%
PWIA
221
Porter White Investment Advisors
Alabama
$1.57M +$76 +3 +0%
KF
222
Krilogy Financial
Missouri
$1.57M +$10.2K +403 +0.7%
WANY
223
Wealthspire Advisors (New York)
New York
$1.56M +$7.98K +315 +0.5%
PFG
224
Pinnacle Financial Group
Illinois
$1.55M -$67K -2,642 -4%
SCM
225
Saxony Capital Management
Missouri
$1.54M -$902K -35,605 -37%

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.