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Dimensional Emerging Markets Value ETF
DFEV

145 hedge funds and large institutions have $458M invested in Dimensional Emerging Markets Value ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

18% more capital invested

Capital invested by funds: $387M → $458M (+$70.1M)

15% more funds holding

Funds holding: 126 → 145 (+19)

0.44% less ownership

Funds ownership: 68.08% → 67.64% (-0.44%)

Holders
145
Holders Change
+19
Holders Change %
+15.08%
% of All Funds
2.09%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
22
Increased
75
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIC
Family Investment Center
Missouri
+$8.48M
2
WA
Waverly Advisors
Alabama
+$5.65M
3
SC
Savant Capital
Illinois
+$4.14M
4
ADL
Asset Dedication LLC
California
+$3.48M
5
FTUS
Flow Traders U.S.
New York
+$2.95M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.29M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.92M
3
HFS
Heritage Financial Services
Massachusetts
-$715K
4
LNC
Lincoln National Corp
Pennsylvania
-$586K
5
RFP
RCS Financial Planning
Maryland
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$5.39M +$326K +12,134 +7%
HFS
27
Heritage Financial Services
Massachusetts
$4.16M -$715K -26,596 -15%
PWM
28
PBMares Wealth Management
Virginia
$4.14M +$550K +20,447 +16%
ST
29
Sentinel Trust
Texas
$4.06M – – –
VAS
30
Vestmark Advisory Solutions
Massachusetts
$4.02M -$252K -9,385 -6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4M +$75.2K +2,796 +2%
RFP
32
Root Financial Partners
California
$3.98M +$1.57M +58,487 +68%
BCG
33
Breakwater Capital Group
New Jersey
$3.86M +$294K +10,920 +8%
CI
34
Cordant Inc
Oregon
$3.86M +$829K +30,819 +28%
Truist Financial
35
Truist Financial
North Carolina
$3.83M +$41K +1,526 +1%
SFP
36
Sterling Financial Planning
New Jersey
$3.68M +$435K +16,178 +14%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$3.45M -$100K -3,731 -3%
NA
38
NewEdge Advisors
Louisiana
$3.07M +$35.1K +1,304 +1%
FTUS
39
Flow Traders U.S.
New York
$3.02M +$2.95M +109,629 New
Corient Private Wealth
40
Corient Private Wealth
Florida
$2.81M +$47.4K +1,763 +2%
MWA
41
Mills Wealth Advisors
Texas
$2.78M +$395K +14,688 +17%
OIA
42
OneDigital Investment Advisors
Kansas
$2.75M +$932K +34,651 +53%
VP
43
Verum Partners
North Carolina
$2.61M -$38.9K -1,446 -2%
MCA
44
Maryland Capital Advisors
Maryland
$2.54M +$18.5K +689 +0.8%
Betterment LLC
45
Betterment LLC
New York
$2.31M +$288K +10,708 +15%
SFA
46
Sequoia Financial Advisors
Ohio
$2.27M +$167K +6,211 +8%
AF
47
Allworth Financial
California
$2.23M +$2.12M +78,847 +3,238%
CPIG
48
Chicago Partners Investment Group
Illinois
$2.15M +$395K +14,681 +23%
SPIA
49
Steward Partners Investment Advisory
New York
$2.06M +$168K +6,238 +9%
LG
50
LAM Group
Oregon
$2.05M – – –
1
2
3 4 5

DFEV Hedge Fund Activity: Q2 2024 in Review

145 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q2 2024, worth a combined $458M — up 18% from $387M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFEV positions and 3 closed out — a net gain of 19 holders — while 75 added to existing stakes and 27 trimmed.

The largest buyer was Family Investment Center, adding an estimated $8.48M. The largest seller was Bank of Montreal, cutting an estimated $5.29M.

  • 145 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q2 2024, up from 126 in Q1 2024.
  • Funds reported $458M of Dimensional Emerging Markets Value ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Dimensional Emerging Markets Value ETF positions in Q2 2024 and 3 closed out, a net change of +19 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q2 2024 was Family Investment Center, an estimated $8.48M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q2 2024 was Bank of Montreal, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2024.