We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

179 hedge funds and large institutions have $429M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 21

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

62% more capital invested

Capital invested by funds: $265M → $429M (+$163M)

18% more funds holding

Funds holding: 152179 (+27)

6.47% more ownership

Funds ownership: 48.88%55.36% (+6.5%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.82%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
38
Increased
109
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1
Evoke Wealth
California
$25.4M +$3.14M +117,090 +14%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18M +$5.5M +205,122 +43%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.8M +$4.63M +172,537 +34%
HighTower Advisors
4
HighTower Advisors
Illinois
$17.4M +$16.1M +601,325 +977%
EVM
5
Eaton Vance Management
Massachusetts
$16.2M -$646K -24,098 -4%
SFA
6
Sequoia Financial Advisors
Ohio
$14.8M +$1.15M +42,924 +8%
Mariner
7
Mariner
Kansas
$14.7M +$14.2M +529,724 +1,736%
FTUS
8
Flow Traders U.S.
New York
$13.4M +$4.39M +163,858 +47%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.4M +$3.53M +131,626 +35%
RRC
10
Relaxing Retirement Coach
Massachusetts
$13M +$4.4M +164,089 +50%
WFA
11
Wipfli Financial Advisors
Wisconsin
$11.5M +$10.8M +404,303 +1,198%
AC
12
AWM Capital
Arizona
$9.55M +$8.1M +302,250 +491%
AWA
13
Aquire Wealth Advisors
Utah
$9.34M +$3.41M +127,079 +56%
OMC
14
Old Mission Capital
Illinois
$8.27M +$8.45M +315,195 New
CWR
15
Chico Wealth RIA
California
$7.07M +$7.23M +269,586 New
SPA
16
Shore Point Advisors
New Jersey
$6.38M +$6.51M +242,931 +103,817%
WWP
17
Waypoint Wealth Partners
California
$6.32M -$1.17M -43,464 -15%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$6.26M -$652K -24,330 -9%
MHB
19
Midwest Heritage Bank
Iowa
$6.19M +$1.8M +67,094 +40%
CFO
20
Collective Family Office
Pennsylvania
$5.44M +$3.53M +131,553 +173%
PWM
21
PBMares Wealth Management
Virginia
$5.19M +$3.31M +123,310 +166%
GPWA
22
Great Point Wealth Advisors
Massachusetts
$5.02M +$5.13M +191,223 New
BEW
23
Burton Enright Welch
California
$4.96M -$860K -32,076 -14%
GWA
24
Geometric Wealth Advisors
District of Columbia
$4.72M +$4.82M +179,760 New
MSWMA
25
Market Street Wealth Management Advisors
Indiana
$4.71M +$4.82M +179,584 New

DFAE Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2022, worth a combined $429M — up 62% from $265M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFAE positions and 10 closed out — a net gain of 28 holders — while 109 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 179 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $429M of Dimensional Emerging Core Equity Market ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 38 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2022 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2022 was HighTower Advisors, an estimated $16.1M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2022.