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Dimensional Emerging Core Equity Market ETF

336 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

172% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 71

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$237M)

9% more funds holding

Funds holding: 307336 (+29)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.46% less ownership

Funds ownership: 78.83%77.37% (-1.5%)

Holders
336
Holders Change
+29
Holders Change %
+9.45%
% of All Funds
5.35%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M +$878K +38,123 +0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$108M +$1.55M +67,377 +1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$97.6M -$234K -10,139 -0.2%
UBS Group
4
UBS Group
Switzerland
$64M +$19.2M +835,004 +43%
Bank of America
5
Bank of America
North Carolina
$63.3M +$22.6M +981,491 +56%
Mariner
6
Mariner
Kansas
$62.6M +$5.41M +234,641 +9%
CHP
7
Cable Hill Partners
Oregon
$50.7M +$4.02M +174,420 +9%
Creative Planning
8
Creative Planning
Kansas
$43.8M -$40.1M -1,738,239 -48%
Corient Private Wealth
9
Corient Private Wealth
Florida
$30.4M +$8.11M +351,844 +36%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29.5M +$8.3M +360,048 +39%
EWA
11
EP Wealth Advisors
California
$28.2M +$25.5M +1,105,874 New
EW
12
Evoke Wealth
California
$27.4M -$390K -16,905 -1%
IWC
13
Integrated Wealth Concepts
Massachusetts
$24.9M +$24.3M +1,052,818 +3,818%
FWP
14
Falcon Wealth Planning
California
$22.9M +$3.39M +146,906 +17%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$19.2M +$2.44M +105,778 +15%
GWWM
16
Great Waters Wealth Management
Minnesota
$19.2M -$1.34M -58,343 -6%
AWA
17
Aquire Wealth Advisors
Utah
$18.6M +$2.56M +110,956 +16%
MWM
18
Mission Wealth Management
California
$18.3M +$5.01M +217,399 +38%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$18M +$1.39M +60,526 +8%
ACP
20
Aveo Capital Partners
Colorado
$17.4M +$2.18M +94,726 +14%
3LCM
21
3D/L Capital Management
Connecticut
$17.2M -$394K -17,077 -2%
LNB
22
Ledyard National Bank
$16.6M +$668K +29,007 +4%
RW
23
RVW Wealth
California
$16.6M +$420K +18,247 +3%
FPIS
24
Financial Planning & Information Services
Wisconsin
$16M +$5.23K +227 +0%
BSW
25
Buckingham Strategic Wealth
Missouri
$15.4M

DFAE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAE positions and 10 closed out — a net gain of 34 holders — while 193 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 307 in Q4 2022.
  • Funds reported $1.77B of Dimensional Emerging Core Equity Market ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +34 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.