We are live on ! Find out more
DFEV icon

Dimensional Emerging Markets Value ETF

99 hedge funds and large institutions have $307M invested in Dimensional Emerging Markets Value ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

241% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $269M → $307M (+$37.7M)

10% more funds holding

Funds holding: 9099 (+9)

2.54% more ownership

Funds ownership: 71.87%74.41% (+2.5%)

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
14
Increased
58
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.31M +$797K +33,215 +56%
VP
27
Verum Partners
North Carolina
$2.07M -$5.04K -210 -0.2%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$1.91M +$601K +25,064 +47%
LG
29
LAM Group
Oregon
$1.85M -$39.1K -1,630 -2%
MCA
30
Maryland Capital Advisors
Maryland
$1.84M +$166K +6,911 +10%
SFP
31
Sterling Financial Planning
New Jersey
$1.79M +$378K +15,744 +27%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.66M -$12.3K -514 -0.8%
MWA
33
Mills Wealth Advisors
Texas
$1.65M +$28.9K +1,204 +2%
PWM
34
PBMares Wealth Management
Virginia
$1.58M +$221K +9,215 +17%
CPIG
35
Chicago Partners Investment Group
Illinois
$1.55M +$211K +8,809 +16%
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.54M +$28.7K +1,194 +2%
IFA
37
Index Fund Advisors
California
$1.51M +$453K +18,856 +44%
AC
38
Applied Capital
Arkansas
$1.37M +$14.9K +622 +1%
BAWC
39
Boyce & Associates Wealth Consulting
Texas
$1.28M +$1.26M +52,409 New
JP Morgan Chase
40
JP Morgan Chase
New York
$1.25M +$217K +9,054 +21%
SFA
41
Sequoia Financial Advisors
Ohio
$1.21M +$96.1K +4,004 +9%
GC
42
Gibson Capital
Pennsylvania
$1.19M -$334K -13,900 -22%
FTUS
43
Flow Traders U.S.
New York
$1.18M -$1.1M -45,810 -49%
CPA
44
Cardiff Park Advisors
California
$1.11M -$99.7K -4,154 -8%
CI
45
Cordant Inc
Oregon
$1.11M +$254K +10,576 +30%
SPIA
46
Steward Partners Investment Advisory
New York
$1.09M +$90.8K +3,785 +9%
RFP
47
RCS Financial Planning
Maryland
$1.06M +$147K +6,143 +16%
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$980K +$965K +40,212 New
API
49
Advisor Partners II
California
$948K +$25.3K +1,054 +3%
MC
50
Matisse Capital
Oregon
$941K

DFEV Hedge Fund Activity: Q2 2023 in Review

99 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q2 2023, worth a combined $307M — up 14% from $269M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFEV positions and 4 closed out — a net gain of 10 holders — while 58 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $18M. The largest seller was Pathstone Family Office, cutting an estimated $9.1M.

  • 99 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $307M of Dimensional Emerging Markets Value ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 14 funds opened new Dimensional Emerging Markets Value ETF positions in Q2 2023 and 4 closed out, a net change of +10 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q2 2023 was Jane Street, an estimated $18M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q2 2023 was Pathstone Family Office, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2023.