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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

509 hedge funds and large institutions have $4.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 252 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+63
Holders Change %
+14.13%
% of All Funds
6.78%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
94
Increased
252
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$411M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$324M
3
MG
Mather Group
Illinois
$227M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33M
5
RFP
Root Financial Partners
California
$46.2M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
EWA
EP Wealth Advisors
California
$12.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$32.5M
4
KAS
Kestra Advisory Services
Texas
$1.72M
5
UB
UMB Bank
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
201
RCS Financial Planning
Maryland
$2.41M -$233K -9,185 -9%
AF
202
Allworth Financial
California
$2.37M +$684K +26,708 +41%
FS
203
Financial Symmetry
North Carolina
$2.37M -$40.8K -1,605 -2%
JCM
204
Jacobi Capital Management
Pennsylvania
$2.35M +$424K +16,711 +22%
LW
205
Linscomb Wealth
Texas
$2.34M +$281K +11,069 +14%
RA
206
RFG Advisory
Alabama
$2.33M -$16.7K -660 -0.7%
BPA
207
Beacon Pointe Advisors
California
$2.29M -$193K -7,599 -8%
THL
208
Tillman Hartley LLC
Colorado
$2.24M -$12.3K -485 -0.5%
BCG
209
Breakwater Capital Group
New Jersey
$2.19M +$216K +8,499 +11%
TIAM2
210
Tru Independence Asset Management 2
Oregon
$2.18M -$743K -29,283 -25%
LWM
211
Lodestone Wealth Management
Washington
$2.16M +$5.94K +234 +0.3%
TFO
212
Timonier Family Office
North Carolina
$2.13M +$2.13M +84,080 New
WWA
213
Wingate Wealth Advisors
Massachusetts
$2.08M +$2.08M +81,793 New
E
214
EntreWealth
Texas
$2.05M +$2.05M +74,237 New
WWP
215
Waypoint Wealth Partners
California
$2.04M -$187K -7,389 -8%
CA
216
Claris Advisors
Missouri
$2.03M +$238K +9,366 +13%
CA
217
CGN Advisors
Kansas
$2.02M +$287K +11,303 +17%
HFS
218
Heritage Financial Services
Massachusetts
$2M +$274K +10,801 +16%
AQR Capital Management
219
AQR Capital Management
Connecticut
$2M +$307K +12,094 +18%
EH
220
Equitable Holdings
New York
$2M -$258K -10,161 -11%
AP
221
Adero Partners
California
$2M – – –
VCM
222
Versant Capital Management
Arizona
$1.98M +$152K +6,007 +8%
CA
223
Clune & Associates
Illinois
$1.95M +$1.95M +76,925 New
HWMC
224
Heritage Wealth Management (California)
California
$1.93M -$625K -24,633 -24%
EAM
225
Evanson Asset Management
California
$1.91M +$109K +4,306 +6%
7 8
9
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