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Dimensional Emerging Core Equity Market ETF

231 hedge funds and large institutions have $1.02B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 47

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$188M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 218231 (+13)

5.71% more ownership

Funds ownership: 69.06%74.78% (+5.7%)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
31
Increased
139
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M +$99M +4,387,722 +88%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$80.8M +$10.1M +445,562 +12%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$79.7M +$10.5M +464,408 +13%
PPW
4
Parcion Private Wealth
Washington
$44.3M -$1.17M -51,664 -2%
CHP
5
Cable Hill Partners
Oregon
$32.7M +$36.7M +1,627,137 New
PFO
6
Pathstone Family Office
New Jersey
$32.5M +$24.9M +1,102,415 +213%
Mariner
7
Mariner
Kansas
$31.7M +$15.9M +703,787 +80%
EW
8
Evoke Wealth
California
$23M +$165K +7,292 +0.6%
WFA
9
Wipfli Financial Advisors
Wisconsin
$22M +$14.4M +638,424 +140%
OMC
10
Old Mission Capital
Illinois
$21.7M +$24.4M +1,079,957 New
Bank of America
11
Bank of America
North Carolina
$20.6M +$3.87M +171,504 +20%
3LCM
12
3D/L Capital Management
Connecticut
$15.5M +$541K +23,968 +3%
LNB
13
Ledyard National Bank
$13.6M +$9.36M +414,832 +160%
WFA
14
West Financial Advisors
Iowa
$13.5M +$1.65M +72,934 +12%
FPIS
15
Financial Planning & Information Services
Wisconsin
$13M +$5.76M +255,309 +65%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$12.6M +$2.49M +110,494 +21%
SFA
17
Sequoia Financial Advisors
Ohio
$11.6M -$183K -8,131 -1%
ACP
18
Aveo Capital Partners
Colorado
$9.9M +$2.33M +103,040 +26%
AC
19
AWM Capital
Arizona
$9.05M -$342K -15,174 -4%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$8.62M +$889K +39,387 +10%
PCA
21
Pallas Capital Advisors
Massachusetts
$8.14M +$9.21M +408,091 New
AWA
22
Aquire Wealth Advisors
Utah
$7.83M +$2.2M +97,394 +33%
CWR
23
Chico Wealth RIA
California
$7.19M +$2.63M +116,474 +48%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.86M -$5.15M -228,134 -40%
ACA
25
Aptus Capital Advisors
Alabama
$6.86M +$1.31M +58,093 +21%

DFAE Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2022, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFAE positions and 17 closed out — a net gain of 14 holders — while 139 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $14.1M sold.

  • 231 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2022, up from 218 in Q2 2022.
  • Funds reported $1.02B of Dimensional Emerging Core Equity Market ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 31 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2022 and 17 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2022 was Fidelity Investments, an estimated $99M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2022 was Flow Traders U.S., an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.