Dimensional Emerging Core Equity Market ETF
DFAE
413 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 234 increasing their positions, 114 reducing their positions, and 21 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 114
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
9% more capital invested
Capital invested by funds: $2.77B → $3.02B (+$257M)
5% more funds holding in top 10
Funds holding in top 10: 43 → 45 (+2)
0% less funds holding
Funds holding: 414 → 413 (-1)
0.36% less ownership
Funds ownership: 81.11% → 80.74% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$28.9M |
| 2 |
Jane Street
New York
|
+$23.5M |
| 3 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$13.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.47M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$7.3M |
| 4 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
-$7.24M |
| 5 |
VWA
Valued Wealth Advisors
Holladay,
Utah
|
-$5.37M |
DFAE Hedge Fund Activity: Q1 2024 in Review
413 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2024, worth a combined $3.02B — up 9.3% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFAE positions and 21 closed out — a net gain of 6 holders — while 234 added to existing stakes and 114 trimmed.
The largest buyer was Evoke Wealth, opening a new position worth an estimated $28.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.5M.
- 413 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2024, down from 414 in Q4 2023.
- Funds reported $3.02B of Dimensional Emerging Core Equity Market ETF stock for Q1 2024, up 9.3% quarter-over-quarter.
- 27 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2024 and 21 closed out, a net change of +6 holders.
- The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2024 was Evoke Wealth, an estimated $28.9M added.
- The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $12.5M sold.
Based on aggregated 13F filings for Q1 2024.