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Dimensional Emerging Markets Value ETF

90 hedge funds and large institutions have $269M invested in Dimensional Emerging Markets Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+21
Holders Change %
+30.43%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
45
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCG
26
Breakwater Capital Group
New Jersey
$2.1M +$1.76M +75,231 +511%
VP
27
Verum Partners
North Carolina
$1.99M -$118K -5,049 -6%
LG
28
LAM Group
Oregon
$1.81M +$84.5K +3,615 +5%
MCA
29
Maryland Capital Advisors
Maryland
$1.6M +$63.2K +2,703 +4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.6M +$97.5K +4,172 +6%
MWA
31
Mills Wealth Advisors
Texas
$1.55M +$871K +37,269 +128%
GC
32
Gibson Capital
Pennsylvania
$1.47M +$325K +13,900 +28%
Corient Private Wealth
33
Corient Private Wealth
Florida
$1.45M +$750K +32,085 +107%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.4M +$118K +4,978 +9%
SFP
35
Sterling Financial Planning
New Jersey
$1.35M +$424K +18,149 +46%
AC
36
Applied Capital
Arkansas
$1.3M +$22K +939 +2%
PWM
37
PBMares Wealth Management
Virginia
$1.3M +$125K +5,342 +11%
CPIG
38
Chicago Partners Investment Group
Illinois
$1.27M +$258K +10,863 +25%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$1.25M +$1.25M +53,438 New
CPA
40
Cardiff Park Advisors
California
$1.16M +$77.9K +3,333 +7%
SFA
41
Sequoia Financial Advisors
Ohio
$1.07M +$1.07M +45,721 New
BCM
42
Brainard Capital Management
Texas
$1.04M +$272K +11,654 +35%
IFA
43
Index Fund Advisors
California
$1.01M +$787K +33,646 +351%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$987K +$194K +8,316 +25%
Osaic Holdings
45
Osaic Holdings
Arizona
$972K +$59K +2,523 +6%
SPIA
46
Steward Partners Investment Advisory
New York
$956K +$402K +17,185 +72%
MC
47
Matisse Capital
Oregon
$902K +$902K +38,600 New
API
48
Advisor Partners II
California
$885K +$885K +37,863 New
RFP
49
RCS Financial Planning
Maryland
$872K +$47.9K +2,048 +6%
CI
50
Cordant Inc
Oregon
$815K +$179K +7,671 +28%