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Dimensional Emerging Core Equity Market ETF

307 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

154% more funds holding in top 10

Funds holding in top 10: 1333 (+20)

118% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 62

51% more capital invested

Capital invested by funds: $1.02B → $1.54B (+$517M)

33% more funds holding

Funds holding: 231307 (+76)

4.05% more ownership

Funds ownership: 74.78%78.83% (+4.1%)

Holders
307
Holders Change
+76
Holders Change %
+32.9%
% of All Funds
4.93%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
135
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$126M -$76.9M -3,613,724 -39%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$102M +$13.1M +616,540 +15%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$93.3M +$6.02M +282,947 +7%
Creative Planning
4
Creative Planning
Kansas
$79.9M +$77.4M +3,638,996 New
Mariner
5
Mariner
Kansas
$54.6M +$19.3M +907,557 +57%
CHP
6
Cable Hill Partners
Oregon
$44.5M +$8.52M +400,378 +25%
UBS Group
7
UBS Group
Switzerland
$42.7M +$35.8M +1,683,011 +644%
Bank of America
8
Bank of America
North Carolina
$38.8M +$15.8M +741,308 +72%
EW
9
Evoke Wealth
California
$26.5M +$1.31M +61,537 +5%
GWWM
10
Great Waters Wealth Management
Minnesota
$21.7M +$19.1M +897,841 New
Corient Private Wealth
11
Corient Private Wealth
Florida
$21.3M +$20.6M +968,458 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$20.2M +$14.8M +694,859 +306%
FWP
13
Falcon Wealth Planning
California
$18.6M +$18M +848,186 New
3LCM
14
3D/L Capital Management
Connecticut
$16.8M -$106K -4,978 -0.6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$15.8M +$4.85M +228,053 +47%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$15.8M +$1.99M +93,536 +15%
RW
17
RVW Wealth
California
$15.4M +$11.6M +543,897 +340%
BSW
18
Buckingham Strategic Wealth
Missouri
$15.4M +$9.07M +426,351 +154%
AWA
19
Aquire Wealth Advisors
Utah
$15.3M +$6.56M +308,399 +79%
FPIS
20
Financial Planning & Information Services
Wisconsin
$15.3M +$1.05M +49,183 +8%
LNB
21
Ledyard National Bank
$15.2M +$393K +18,475 +3%
SFA
22
Sequoia Financial Advisors
Ohio
$14.5M +$1.86M +87,327 +15%
ACP
23
Aveo Capital Partners
Colorado
$14.5M +$3.59M +168,869 +34%
DPI
24
Diversified Portfolios Inc
Michigan
$14.4M +$8.43M +396,289 +152%
JWA
25
JFS Wealth Advisors
Pennsylvania
$13.8M +$11.4M +533,899 +568%

DFAE Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2022, worth a combined $1.54B — up 51% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFAE positions and 19 closed out — a net gain of 81 holders — while 135 added to existing stakes and 62 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $77.4M. The largest seller was Fidelity Investments, cutting an estimated $76.9M.

  • 307 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2022, up from 231 in Q3 2022.
  • Funds reported $1.54B of Dimensional Emerging Core Equity Market ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 100 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2022 and 19 closed out, a net change of +81 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2022 was Creative Planning, an estimated $77.4M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2022 was Fidelity Investments, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2022.