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Dimensional Emerging Core Equity Market ETF
DFAE

78 hedge funds and large institutions have $85.9M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 3

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

64% more capital invested

Capital invested by funds: $52.3M → $85.9M (+$33.5M)

42% more funds holding

Funds holding: 55 → 78 (+23)

0.41% more ownership

Funds ownership: 31.04% → 31.45% (+0.41%)

Holders
78
Holders Change
+23
Holders Change %
+41.82%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
41
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$6.24M
2
OCM
Oakwood Capital Management
California
+$1.97M
3
RJA
Raymond James & Associates
Florida
+$1.78M
4
CFO
Collective Family Office
Pennsylvania
+$1.22M
5
SSC
Syverson Strege & Co
Iowa
+$1.02M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$980K
2
BFA
Beacon Financial Advisory
Ohio
-$219K
3
FTUS
Flow Traders U.S.
New York
-$118K
4
AF
Allworth Financial
California
-$50.4K
5
CL
COWA LLC
Oklahoma
-$41K
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1
Evoke Wealth
California
$15.5M +$6.24M +214,949 +70%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.9M – – –
PWM
3
PBMares Wealth Management
Virginia
$3.61M +$219K +7,556 +7%
CFO
4
Collective Family Office
Pennsylvania
$3.42M +$1.22M +42,179 +58%
OCM
5
Oakwood Capital Management
California
$3.35M +$1.97M +67,843 +150%
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$2.78M +$559K +19,260 +26%
AWM
7
Avior Wealth Management
Nebraska
$2.58M +$1.01M +34,655 +66%
FTUS
8
Flow Traders U.S.
New York
$2.22M -$118K -4,066 -5%
CPIG
9
Chicago Partners Investment Group
Illinois
$2.17M +$398K +13,723 +21%
AF
10
Allworth Financial
California
$2.05M -$50.4K -1,736 -2%
RJA
11
Raymond James & Associates
Florida
$1.82M +$1.78M +61,401 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.73M +$837K +28,815 +97%
GCA
13
Gradient Capital Advisors
California
$1.7M +$485K +16,721 +41%
Citadel Advisors
14
Citadel Advisors
Florida
$1.67M -$980K -33,746 -37%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.42M +$521K +17,946 +60%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.26M +$535K +18,422 +76%
PWM
17
Perigon Wealth Management
California
$1.22M +$627K +21,602 +111%
W
18
Wealthquest
Ohio
$1.13M +$418K +14,405 +60%
BBNB
19
Baker Boyer National Bank
Washington
$1.11M +$1.39M +47,846 New
AF
20
Advisornet Financial
Minnesota
$1.08M +$203K +7,003 +24%
SSC
21
Syverson Strege & Co
Iowa
$1.07M +$1.02M +35,093 +3,136%
AA
22
Advisory Alpha
Michigan
$909K +$891K +30,680 New
AIS
23
American Investment Services
Massachusetts
$894K +$37.1K +1,278 +4%
FWP
24
Firethorn Wealth Partners
Georgia
$894K +$231K +7,945 +36%
EAM
25
Evanson Asset Management
California
$891K +$339K +11,681 +64%
1
2 3 4

DFAE Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2021, worth a combined $85.9M — up 64% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAE positions and 3 closed out — a net gain of 23 holders — while 41 added to existing stakes and 3 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $6.24M. The largest seller was Citadel Advisors, cutting an estimated $980K.

  • 78 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2021, up from 55 in Q1 2021.
  • Funds reported $85.9M of Dimensional Emerging Core Equity Market ETF stock for Q2 2021, up 64% quarter-over-quarter.
  • 26 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2021 and 3 closed out, a net change of +23 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2021 was Evoke Wealth, an estimated $6.24M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2021 was Citadel Advisors, an estimated $980K sold.

Based on aggregated 13F filings for Q2 2021.