Dimensional Emerging Core Equity Market ETF
DFAE
346 hedge funds and large institutions have $1.94B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 190 increasing their positions, 99 reducing their positions, and 16 closing their positions.
132% more capital inflows, than outflows
Capital inflows: $212M | Capital outflows: $91.3M
92% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 99
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
3% more funds holding in top 10
Funds holding in top 10: 34 → 35 (+1)
3% more funds holding
Funds holding: 337 → 346 (+9)
0.87% less ownership
Funds ownership: 77.41% → 76.54% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$15.5M |
| 2 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$11.7M |
| 3 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
+$9.9M |
| 4 |
Private Ocean
San Rafael,
California
|
+$9.24M |
| 5 |
Avondale Wealth Management
West Lake Hills,
Texas
|
+$7.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
-$28.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.67M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$6.64M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.25M |
| 5 |
Okabena Investment Services
Minneapolis,
Minnesota
|
-$3.92M |
DFAE Hedge Fund Activity: Q2 2023 in Review
346 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2023, worth a combined $1.94B — up 8.4% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DFAE positions and 16 closed out — a net gain of 13 holders — while 190 added to existing stakes and 99 trimmed.
The largest buyer was UBS Group, adding an estimated $15.5M. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $28.2M sold.
- 346 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2023, up from 337 in Q1 2023.
- Funds reported $1.94B of Dimensional Emerging Core Equity Market ETF stock for Q2 2023, up 8.4% quarter-over-quarter.
- 29 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2023 and 16 closed out, a net change of +13 holders.
- The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2023 was UBS Group, an estimated $15.5M added.
- The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2023.