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Dimensional Emerging Core Equity Market ETF
DFAE

55 hedge funds and large institutions have $52.3M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 13 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 3

189% more funds holding

Funds holding: 19 → 55 (+36)

26% more capital invested

Capital invested by funds: $41.7M → $52.3M (+$10.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

46.79% less ownership

Funds ownership: 77.83% → 31.04% (-47%)

Holders
55
Holders Change
+36
Holders Change %
+189.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
13
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$6.51M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.26M
3
FTUS
Flow Traders U.S.
New York
+$2.24M
4
PWM
PBMares Wealth Management
Virginia
+$2.11M
5
AF
Allworth Financial
California
+$2.02M

Top Sellers

1
W
WealthStone
Ohio
-$9.88M
2
CFGF
Compass Financial Group (Florida)
Florida
-$6.75M
3
Jane Street
Jane Street
New York
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.2M – – –
EW
2
Evoke Wealth
California
$8.61M +$6.51M +229,069 +295%
PWM
3
PBMares Wealth Management
Virginia
$3.21M +$2.11M +74,211 +185%
Citadel Advisors
4
Citadel Advisors
Florida
$2.53M +$2.26M +79,489 +740%
FTUS
5
Flow Traders U.S.
New York
$2.22M +$2.24M +78,963 New
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$2.09M +$591K +20,779 +39%
CFO
7
Collective Family Office
Pennsylvania
$2.06M +$1M +35,284 +93%
AF
8
Allworth Financial
California
$1.99M +$2.02M +71,047 New
CPIG
9
Chicago Partners Investment Group
Illinois
$1.86M +$636K +22,379 +54%
AWM
10
Avior Wealth Management
Nebraska
$1.47M +$1.49M +52,373 New
OCM
11
Oakwood Capital Management
California
$1.27M +$1.29M +45,290 New
GCA
12
Gradient Capital Advisors
California
$1.14M +$1.15M +40,605 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$839K +$849K +29,889 New
CW
14
CreativeOne Wealth
Kansas
$833K +$844K +29,689 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$831K +$842K +29,620 New
AF
16
Advisornet Financial
Minnesota
$826K +$581K +20,428 +227%
AIS
17
American Investment Services
Massachusetts
$811K +$822K +28,908 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$677K +$686K +24,119 New
W
19
Wealthquest
Ohio
$670K +$679K +23,896 New
FWP
20
Firethorn Wealth Partners
Georgia
$624K +$632K +22,238 New
BC
21
Burney Company
Virginia
$577K +$584K +20,544 New
CFO
22
CVA Family Office
Colorado
$548K +$555K +19,538 New
PWM
23
Perigon Wealth Management
California
$547K +$554K +19,479 New
EAM
24
Evanson Asset Management
California
$516K +$523K +18,385 New
RCAG
25
Rehmann Capital Advisory Group
Michigan
$441K +$247K +8,698 +124%
1
2 3

DFAE Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2021, worth a combined $52.3M — up 26% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFAE positions and 3 closed out — a net gain of 36 holders — while 13 added to existing stakes and 0 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $6.51M. The largest seller was WealthStone, exiting entirely with an estimated $9.88M sold.

  • 55 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $52.3M of Dimensional Emerging Core Equity Market ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 39 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2021 and 3 closed out, a net change of +36 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2021 was Evoke Wealth, an estimated $6.51M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2021 was WealthStone, an estimated $9.88M sold.

Based on aggregated 13F filings for Q1 2021.