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Dimensional Emerging Markets Value ETF
DFEV

Overview Fund Activity

125 hedge funds and large institutions have $376M invested in Dimensional Emerging Markets Value ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 69 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
69
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ADL
1
Asset Dedication LLC
California
$56.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.92M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.7M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$9.04M

Top Sellers

1
HFS
1
Heritage Financial Services
Massachusetts
$4.62M
2
FIS
2
Fischer Investment Strategies
California
$424K
3
AWM
3
AE Wealth Management
Kansas
$4.77M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.36M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.7M +$2.11M +81,299 +132%
Truist Financial
27
Truist Financial
North Carolina
$3.58M -$9.58K -369 -0.3%
PWM
28
PBMares Wealth Management
Virginia
$3.38M +$327K +12,600 +11%
BCG
29
Breakwater Capital Group
New Jersey
$3.36M -$314K -12,088 -9%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$3.36M -$1.81M -69,650 -35%
SFP
31
Sterling Financial Planning
New Jersey
$3.05M +$399K +15,378 +15%
Citadel Advisors
32
Citadel Advisors
Florida
$2.92M +$2.92M +112,308 New
NA
33
NewEdge Advisors
Louisiana
$2.86M +$420K +16,186 +17%
CI
34
Cordant Inc
Oregon
$2.84M +$702K +27,051 +33%
RS
35
Retirement Solution
Washington
$2.71M +$7.43K +286 +0.3%
Corient Private Wealth
36
Corient Private Wealth
Florida
$2.61M +$126K +4,847 +5%
SC
37
Savant Capital
Illinois
$2.54M -$998K -38,453 -28%
VP
38
Verum Partners
North Carolina
$2.5M +$83.5K +3,218 +3%
MCA
39
Maryland Capital Advisors
Maryland
$2.38M +$92.3K +3,555 +4%
MWA
40
Mills Wealth Advisors
Texas
$2.25M +$222K +8,534 +11%
RFP
41
Root Financial Partners
California
$2.24M +$309K +11,922 +16%
SFA
42
Sequoia Financial Advisors
Ohio
$1.98M +$143K +5,519 +8%
LG
43
LAM Group
Oregon
$1.94M +$649 +25 +0%
Betterment LLC
44
Betterment LLC
New York
$1.91M +$577K +22,237 +43%
FIC
45
Family Investment Center
Missouri
$1.83M +$1.44M +55,453 +371%
SDWIA
46
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.79M +$356K +13,709 +25%
SPIA
47
Steward Partners Investment Advisory
New York
$1.79M +$288K +11,098 +19%
OIA
48
OneDigital Investment Advisors
Kansas
$1.7M +$311K +11,996 +23%
CPIG
49
Chicago Partners Investment Group
Illinois
$1.68M +$183K +7,075 +12%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$1.65M +$175K +6,732 +12%
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