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Dimensional Emerging Core Equity Market ETF
DFAE

90 hedge funds and large institutions have $104M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 4

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $85.9M → $104M (+$18.2M)

15% more funds holding

Funds holding: 78 → 90 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.06% less ownership

Funds ownership: 31.45% → 29.39% (-2.1%)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
60
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.61M
2
EW
Evoke Wealth
California
+$2.17M
3
Jane Street
Jane Street
New York
+$2.02M
4
FPIS
Financial Planning & Information Services
Wisconsin
+$1.54M
5
DPI
Diversified Portfolios Inc
Michigan
+$1.5M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$2.22M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.67M
3
CFO
CVA Family Office
Colorado
-$581K
4
PFA
Pinnacle Family Advisors
Missouri
-$423K
5
SG
Stonnington Group
California
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1
Evoke Wealth
California
$16.3M +$2.17M +77,001 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.1M – – –
CFO
3
Collective Family Office
Pennsylvania
$4.19M +$1.08M +38,303 +33%
PWM
4
PBMares Wealth Management
Virginia
$3.97M +$676K +23,957 +20%
ACWM
5
Adams Chetwood Wealth Management
North Carolina
$3.47M +$947K +33,566 +36%
OMC
6
Old Mission Capital
Illinois
$3.16M +$2.61M +92,623 +395%
AWM
7
Avior Wealth Management
Nebraska
$3.16M +$820K +29,043 +33%
CPIG
8
Chicago Partners Investment Group
Illinois
$2.57M +$393K +13,944 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.2M +$626K +22,186 +38%
GCA
10
Gradient Capital Advisors
California
$2.06M +$516K +18,294 +32%
Jane Street
11
Jane Street
New York
$1.95M +$2.02M +71,454 New
AF
12
Allworth Financial
California
$1.8M -$95.7K -3,392 -5%
RJA
13
Raymond James & Associates
Florida
$1.74M +$69.3K +2,456 +4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.7M +$414K +14,669 +31%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.69M +$545K +19,319 +45%
DPI
16
Diversified Portfolios Inc
Michigan
$1.67M +$1.5M +53,144 +642%
Stifel Financial
17
Stifel Financial
Missouri
$1.52M +$914K +32,392 +139%
W
18
Wealthquest
Ohio
$1.5M +$479K +16,964 +44%
FPIS
19
Financial Planning & Information Services
Wisconsin
$1.49M +$1.54M +54,681 New
PWM
20
Perigon Wealth Management
California
$1.48M +$377K +13,345 +32%
BA
21
Bristlecone Advisors
Washington
$1.4M +$829K +29,375 +134%
PPA
22
Parametric Portfolio Associates
Washington
$1.28M +$1.33M +47,087 New
RRC
23
Relaxing Retirement Coach
Massachusetts
$1.28M +$1.32M +46,861 New
EAM
24
Evanson Asset Management
California
$1.22M +$312K +11,065 +37%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$1.19M +$1.17M +41,343 +1,837%
1
2 3 4

DFAE Hedge Fund Activity: Q3 2021 in Review

90 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2021, worth a combined $104M — up 21% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFAE positions and 7 closed out — a net gain of 15 holders — while 60 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $2.61M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.22M sold.

  • 90 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2021, up from 78 in Q2 2021.
  • Funds reported $104M of Dimensional Emerging Core Equity Market ETF stock for Q3 2021, up 21% quarter-over-quarter.
  • 22 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2021 and 7 closed out, a net change of +15 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2021 was Old Mission Capital, an estimated $2.61M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2021.