Dimensional Emerging Core Equity Market ETF
DFAE
336 hedge funds and large institutions have $1.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 194 increasing their positions, 71 reducing their positions, and 10 closing their positions.
330% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 10
173% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 71
16% more capital invested
Capital invested by funds: $1.54B → $1.78B (+$249M)
9% more funds holding
Funds holding: 308 → 336 (+28)
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
1.36% less ownership
Funds ownership: 78.73% → 77.37% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$25.5M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$24.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.2M |
| 5 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$40.1M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$12.7M |
| 3 |
Bank of New York Mellon
New York
|
-$12.7M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$8.91M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$6.1M |
DFAE Hedge Fund Activity: Q1 2023 in Review
336 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.78B — up 16% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DFAE positions and 10 closed out — a net gain of 33 holders — while 194 added to existing stakes and 71 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.5M. The largest seller was Creative Planning, cutting an estimated $40.1M.
- 336 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2023, up from 308 in Q4 2022.
- Funds reported $1.78B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 43 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +33 holders.
- The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $25.5M added.
- The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2023 was Creative Planning, an estimated $40.1M sold.
Based on aggregated 13F filings for Q1 2023.