We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

526 hedge funds and large institutions have $4.28B invested in Dimensional Emerging Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

57% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 164

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

3% more funds holding

Funds holding: 513526 (+13)

3% less capital invested

Capital invested by funds: $4.4B → $4.28B (-$123M)

8.92% less ownership

Funds ownership: 91.38%82.46% (-8.9%)

Holders
526
Holders Change
+13
Holders Change %
+2.53%
% of All Funds
7.05%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
0.88%
New
53
Increased
258
Reduced
164
Closed
30
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
MG
2
Mather Group
Illinois
$276M +$44.2M +1,703,887 +19%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$275M -$56.3M -2,168,888 -17%
UBS Group
4
UBS Group
Switzerland
$159M +$22.2M +855,081 +16%
Bank of America
5
Bank of America
North Carolina
$122M +$3.79M +145,875 +3%
Mariner
6
Mariner
Kansas
$97.5M +$9.1M +350,661 +10%
FG
7
Foster Group
Iowa
$93.4M +$1.37M +52,718 +1%
FMI
8
Factory Mutual Insurance
Massachusetts
$79.9M
WANY
9
Wealthspire Advisors (New York)
New York
$67.3M +$1.75M +67,234 +3%
CHP
10
Cable Hill Partners
Oregon
$65.5M +$1.47M +56,534 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$59.4M -$3.22M -123,937 -5%
RFP
12
Root Financial Partners
California
$53.8M +$6.7M +257,941 +14%
Corient Private Wealth
13
Corient Private Wealth
Florida
$50.9M -$5.47M -210,896 -10%
CCA
14
Catalyst Capital Advisors
New York
$50.9M +$2.45M +94,295 +5%
MRC
15
Millburn Ridgefield Corp
New York
$50.9M +$2.45M +94,295 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$50M +$32M +1,231,589 +176%
FWP
17
Falcon Wealth Planning
California
$43.9M +$4.81M +185,177 +12%
TLFA
18
True Link Financial Advisors
California
$42.7M +$5.68M +218,775 +15%
EW
19
Evoke Wealth
California
$41.4M +$6.81M +262,260 +20%
Creative Planning
20
Creative Planning
Kansas
$40.8M -$1.09M -41,868 -3%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$39.5M +$1.64M +63,081 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$38.7M +$5.1M +196,301 +15%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$38.1M +$2.25M +86,766 +6%
TWA
24
TCI Wealth Advisors
Arizona
$35.4M +$6.52M +251,013 +23%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$33.7M +$466K +17,970 +1%

DFAE Hedge Fund Activity: Q1 2025 in Review

526 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q1 2025, worth a combined $4.28B — down 2.8% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DFAE positions and 30 closed out — a net gain of 23 holders — while 258 added to existing stakes and 164 trimmed.

The largest buyer was Mather Group, adding an estimated $44.2M. The largest seller was Essential Planning, cutting an estimated $397M.

  • 526 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q1 2025, up from 513 in Q4 2024.
  • Funds reported $4.28B of Dimensional Emerging Core Equity Market ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 53 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q1 2025 and 30 closed out, a net change of +23 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q1 2025 was Mather Group, an estimated $44.2M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q1 2025 was Essential Planning, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2025.