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Dimensional Emerging Core Equity Market ETF
DFAE

Overview Fund Activity

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.

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
1
Evoke Wealth
California
$15.5M
2
OCM
2
Oakwood Capital Management
California
$3.35M
3
RJA
3
Raymond James & Associates
Florida
$1.82M
4
CFO
4
Collective Family Office
Pennsylvania
$3.42M
5
BBNB
5
Baker Boyer National Bank
Washington
$1.11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.67M
2
BFA
2
Beacon Financial Advisory
Ohio
$0
3
FTUS
3
Flow Traders U.S.
New York
$2.22M
4
AF
4
Allworth Financial
California
$2.05M
5
CL
5
COWA LLC
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EW
1
Evoke Wealth
California
$15.5M 521,584 +214,949 +70%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.9M 400,000 – –
PWM
3
PBMares Wealth Management
Virginia
$3.61M 121,817 +7,556 +7%
CFO
4
Collective Family Office
Pennsylvania
$3.42M 115,517 +42,179 +58%
OCM
5
Oakwood Capital Management
California
$3.35M 113,133 +67,843 +150%
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$2.78M 93,717 +19,260 +26%
AWM
7
Avior Wealth Management
Nebraska
$2.58M 87,028 +34,655 +66%
FTUS
8
Flow Traders U.S.
New York
$2.22M 74,897 -4,066 -5%
CPIG
9
Chicago Partners Investment Group
Illinois
$2.17M 77,573 +13,723 +21%
AF
10
Allworth Financial
California
$2.05M 69,311 -1,736 -2%
RJA
11
Raymond James & Associates
Florida
$1.82M 61,401 +61,401 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.73M 58,435 +28,815 +97%
GCA
13
Gradient Capital Advisors
California
$1.7M 57,326 +16,721 +41%
Citadel Advisors
14
Citadel Advisors
Florida
$1.67M 56,491 -33,746 -37%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.42M 47,835 +17,946 +60%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.26M 42,541 +18,422 +76%
PWM
17
Perigon Wealth Management
California
$1.22M 41,081 +21,602 +111%
W
18
Wealthquest
Ohio
$1.13M 38,301 +14,405 +60%
BBNB
19
Baker Boyer National Bank
Washington
$1.11M 47,846 +47,846 New
AF
20
Advisornet Financial
Minnesota
$1.08M 36,431 +7,003 +24%
SSC
21
Syverson Strege & Co
Iowa
$1.07M 36,212 +35,093 +3,136%
AA
22
Advisory Alpha
Michigan
$909K 30,680 +30,680 New
AIS
23
American Investment Services
Massachusetts
$894K 30,186 +1,278 +4%
FWP
24
Firethorn Wealth Partners
Georgia
$894K 30,183 +7,945 +36%
EAM
25
Evanson Asset Management
California
$891K 30,066 +11,681 +64%
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