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Dimensional Emerging Core Equity Market ETF

413 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

16% more capital invested

Capital invested by funds: $2.39B → $2.78B (+$388M)

15% more funds holding

Funds holding: 359413 (+54)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0.48% more ownership

Funds ownership: 80.72%81.2% (+0.48%)

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
80
Increased
190
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
1
Retirement Systems of Alabama
Alabama
$305M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$143M +$7.26M +317,509 +6%
UBS Group
3
UBS Group
Switzerland
$120M +$12.4M +541,148 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$104M -$1.12M -48,950 -1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$90.4M -$2.65M -115,759 -3%
Bank of America
6
Bank of America
North Carolina
$82.3M +$7.25M +317,127 +10%
Mariner
7
Mariner
Kansas
$69.1M -$3.39M -148,505 -5%
CHP
8
Cable Hill Partners
Oregon
$60.7M +$3.43M +149,949 +6%
PO
9
Private Ocean
California
$43.6M +$15.7M +688,580 +62%
Corient Private Wealth
10
Corient Private Wealth
Florida
$43.2M +$1.76M +77,167 +4%
Creative Planning
11
Creative Planning
Kansas
$42.4M -$1.26M -54,915 -3%
CCA
12
Catalyst Capital Advisors
New York
$38.4M +$3.57M +156,199 +11%
MRC
13
Millburn Ridgefield Corp
New York
$38.4M +$3.57M +156,199 +11%
MWM
14
Mission Wealth Management
California
$33.4M +$4.09M +179,153 +15%
TLFA
15
True Link Financial Advisors
California
$33.2M +$31.5M +1,376,803 New
FWP
16
Falcon Wealth Planning
California
$32.7M +$3.61M +158,155 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$30.8M -$49.5K -2,166 -0.2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$26.7M -$673K -29,427 -3%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$25.2M +$6.34M +277,498 +36%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$158K +6,915 +0.7%
AWA
21
Aquire Wealth Advisors
Utah
$23.3M +$1.27M +55,470 +6%
BSW
22
Buckingham Strategic Wealth
Missouri
$23M +$1.15M +50,448 +6%
RW
23
RVW Wealth
California
$21.8M +$1.11M +48,654 +6%
WFA
24
West Financial Advisors
Iowa
$20.8M +$151K +6,595 +0.8%
FPIS
25
Financial Planning & Information Services
Wisconsin
$19.9M +$2.18M +95,469 +13%

DFAE Hedge Fund Activity: Q4 2023 in Review

413 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2023, worth a combined $2.78B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFAE positions and 21 closed out — a net gain of 59 holders — while 190 added to existing stakes and 113 trimmed.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $31.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $27.8M.

  • 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2023, up from 359 in Q3 2023.
  • Funds reported $2.78B of Dimensional Emerging Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 80 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2023 and 21 closed out, a net change of +59 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2023 was True Link Financial Advisors, an estimated $31.5M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.