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Dimensional Emerging Core Equity Market ETF

218 hedge funds and large institutions have $832M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

185% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 39

94% more capital invested

Capital invested by funds: $429M → $832M (+$403M)

22% more funds holding

Funds holding: 179218 (+39)

13.71% more ownership

Funds ownership: 55.36%69.06% (+14%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
218
Holders Change
+39
Holders Change %
+21.79%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
56
Increased
111
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M +$122M +4,973,729 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.8M +$70.9M +2,897,179 +426%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$81.2M +$69.1M +2,820,037 +412%
PPW
4
Parcion Private Wealth
Washington
$51.4M +$55.3M +2,258,439 New
EW
5
Evoke Wealth
California
$26.4M +$4.2M +171,566 +18%
Mariner
6
Mariner
Kansas
$20.3M +$7.7M +314,562 +56%
Bank of America
7
Bank of America
North Carolina
$19.8M +$20.2M +824,130 +2,799%
3LCM
8
3D/L Capital Management
Connecticut
$17.3M +$18.3M +746,686 New
FTUS
9
Flow Traders U.S.
New York
$14.1M +$2.33M +95,150 +19%
WFA
10
West Financial Advisors
Iowa
$13.9M +$14.3M +584,785 +4,251%
SFA
11
Sequoia Financial Advisors
Ohio
$13.5M +$516K +21,091 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.2M +$1.47M +60,170 +12%
PFO
13
Pathstone Family Office
New Jersey
$12M +$12.6M +516,607 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$12.6M +515,626 New
WFA
15
Wipfli Financial Advisors
Wisconsin
$10.6M +$440K +17,989 +4%
AC
16
AWM Capital
Arizona
$10M +$1.7M +69,365 +19%
RRC
17
Relaxing Retirement Coach
Massachusetts
$9.28M -$2.29M -93,365 -19%
FPIS
18
Financial Planning & Information Services
Wisconsin
$9.07M +$7.06M +288,497 +280%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$9.03M +$3.7M +151,244 +63%
ACP
20
Aveo Capital Partners
Colorado
$9.03M +$6.25M +255,143 +190%
AWA
21
Aquire Wealth Advisors
Utah
$6.77M -$1.56M -63,893 -18%
ACA
22
Aptus Capital Advisors
Alabama
$6.56M +$5.65M +230,637 +439%
MML Investors Services
23
MML Investors Services
Massachusetts
$6.52M +$6.9M +281,681 New
SPA
24
Shore Point Advisors
New Jersey
$6.47M +$883K +36,082 +15%
CFO
25
CVA Family Office
Colorado
$6.27M +$5.38M +219,780 +430%

DFAE Hedge Fund Activity: Q2 2022 in Review

218 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2022, worth a combined $832M — up 94% from $429M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFAE positions and 13 closed out — a net gain of 43 holders — while 111 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $122M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $16.2M sold.

  • 218 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2022, up from 179 in Q1 2022.
  • Funds reported $832M of Dimensional Emerging Core Equity Market ETF stock for Q2 2022, up 94% quarter-over-quarter.
  • 56 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2022 and 13 closed out, a net change of +43 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2022 was Fidelity Investments, an estimated $122M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.