We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

434 hedge funds and large institutions have $3.4B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 126 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 126

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

12% more capital invested

Capital invested by funds: $3.02B → $3.4B (+$377M)

5% more funds holding

Funds holding: 412434 (+22)

0.31% more ownership

Funds ownership: 80.75%81.06% (+0.31%)

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
6.27%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.79%
New
42
Increased
231
Reduced
126
Closed
15
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
$328M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$191M +$41.8M +1,648,539 +29%
UBS Group
3
UBS Group
Switzerland
$133M +$1.11M +43,711 +0.9%
Bank of America
4
Bank of America
North Carolina
$110M +$9.13M +360,164 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$95.9M -$15.7M -619,678 -14%
FG
6
Foster Group
Iowa
$89.9M +$87.7M +3,461,537 +24,946%
Mariner
7
Mariner
Kansas
$81.7M +$4.27M +168,335 +6%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$76M -$18.3M -721,238 -20%
CHP
9
Cable Hill Partners
Oregon
$70.1M +$3.06M +120,887 +5%
PO
10
Private Ocean
California
$56.2M +$2.74M +107,995 +5%
Corient Private Wealth
11
Corient Private Wealth
Florida
$53.8M +$3.79M +149,606 +8%
CCA
12
Catalyst Capital Advisors
New York
$45.7M -$271K -10,702 -0.6%
MRC
13
Millburn Ridgefield Corp
New York
$45.7M -$271K -10,702 -0.6%
Creative Planning
14
Creative Planning
Kansas
$45M +$2.31M +91,012 +6%
FWP
15
Falcon Wealth Planning
California
$40.9M +$2.76M +109,047 +7%
TLFA
16
True Link Financial Advisors
California
$37.7M +$610K +24,087 +2%
FMI
17
Factory Mutual Insurance
Massachusetts
$35.1M +$34.4M +1,357,100 New
MWM
18
Mission Wealth Management
California
$34.1M -$6.49M -256,182 -16%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$1.87M +73,960 +6%
EWA
20
EP Wealth Advisors
California
$31.4M +$30.4M +1,199,876 +8,838%
RFP
21
Root Financial Partners
California
$28.8M +$5.61M +221,204 +25%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$28.4M +$1.16M +45,710 +4%
AWA
23
Aquire Wealth Advisors
Utah
$27.5M +$1.31M +51,695 +5%
GPWA
24
Great Point Wealth Advisors
Massachusetts
$26.5M +$667K +26,327 +3%
RW
25
RVW Wealth
California
$26.3M +$1.53M +60,354 +6%

DFAE Hedge Fund Activity: Q2 2024 in Review

434 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q2 2024, worth a combined $3.4B — up 12% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAE positions and 15 closed out — a net gain of 27 holders — while 231 added to existing stakes and 126 trimmed.

The largest buyer was Foster Group, adding an estimated $87.7M. The largest seller was Evoke Wealth, exiting entirely with an estimated $29.8M sold.

  • 434 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q2 2024, up from 412 in Q1 2024.
  • Funds reported $3.4B of Dimensional Emerging Core Equity Market ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 42 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q2 2024 and 15 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q2 2024 was Foster Group, an estimated $87.7M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2024.