We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

449 hedge funds and large institutions have $3.99B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 247 increasing their positions, 128 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 128

17% more capital invested

Capital invested by funds: $3.4B → $3.99B (+$588M)

3% more funds holding

Funds holding: 434449 (+15)

0.63% more ownership

Funds ownership: 81.06%81.69% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
449
Holders Change
+15
Holders Change %
+3.46%
% of All Funds
6.45%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
36
Increased
247
Reduced
128
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
$347M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$268M +$61.9M +2,373,066 +32%
MG
3
Mather Group
Illinois
$168M +$147M +5,652,649 +1,171%
UBS Group
4
UBS Group
Switzerland
$144M +$2.56M +98,346 +2%
Bank of America
5
Bank of America
North Carolina
$124M +$7.26M +278,409 +7%
FG
6
Foster Group
Iowa
$95.9M +$560K +21,494 +0.6%
Mariner
7
Mariner
Kansas
$90.4M +$3.73M +143,193 +5%
FMI
8
Factory Mutual Insurance
Massachusetts
$84.6M +$45.1M +1,729,800 +127%
CHP
9
Cable Hill Partners
Oregon
$66.8M -$7.09M -271,755 -10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$66.4M -$33.5M -1,283,532 -35%
WANY
11
Wealthspire Advisors (New York)
New York
$62.5M +$57.9M +2,219,144 +3,676%
Corient Private Wealth
12
Corient Private Wealth
Florida
$58.7M +$1.56M +59,791 +3%
Creative Planning
13
Creative Planning
Kansas
$46.2M -$1.41M -54,258 -3%
CCA
14
Catalyst Capital Advisors
New York
$45.3M -$2.96M -113,567 -6%
MRC
15
Millburn Ridgefield Corp
New York
$45.3M -$2.96M -113,567 -6%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$44.2M -$34.9M -1,338,444 -46%
TLFA
17
True Link Financial Advisors
California
$42.6M +$2.56M +98,049 +7%
FWP
18
Falcon Wealth Planning
California
$40.4M -$2.74M -105,237 -7%
RFP
19
Root Financial Partners
California
$40.3M +$9.28M +355,742 +32%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$38.5M +$36.7M +1,405,623 New
EW
21
Evoke Wealth
California
$35.8M +$34M +1,305,344 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$35.4M +$10.7M +410,128 +46%
MWM
23
Mission Wealth Management
California
$32.4M -$3.51M -134,471 -10%
AWA
24
Aquire Wealth Advisors
Utah
$31M +$1.69M +64,933 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$30.2M +$12.8K +492 +0%

DFAE Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q3 2024, worth a combined $3.99B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAE positions and 15 closed out — a net gain of 21 holders — while 247 added to existing stakes and 128 trimmed.

The largest buyer was Mather Group, adding an estimated $147M. The largest seller was Mercer Global Advisors, cutting an estimated $34.9M.

  • 449 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q3 2024, up from 434 in Q2 2024.
  • Funds reported $3.99B of Dimensional Emerging Core Equity Market ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 36 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +21 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q3 2024 was Mather Group, an estimated $147M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2024.