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Dimensional Emerging Markets Value ETF
DFEV

Overview Fund Activity

153 hedge funds and large institutions have $521M invested in Dimensional Emerging Markets Value ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
14
Increased
85
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.4M
3
RFP
3
Root Financial Partners
California
$7.7M
4
FIS
4
Fischer Investment Strategies
California
$4.72M
5
ADL
5
Asset Dedication LLC
California
$67.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6M
2
FTUS
2
Flow Traders U.S.
New York
$707K
3
AWS
3
Atria Wealth Solutions
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$957K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$171K
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
26
Retirement Solution
Washington
$5.94M -$43.2K -1,515 -0.7%
WA
27
Waverly Advisors
Alabama
$5.89M -$96.8K -3,400 -2%
NA
28
NewEdge Advisors
Louisiana
$4.95M +$1.78M +62,478 +56%
FIS
29
Fischer Investment Strategies
California
$4.72M +$2.9M +101,906 +160%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$4.65M +$485K +17,044 +12%
CI
31
Cordant Inc
Oregon
$4.63M +$640K +22,473 +16%
PWM
32
PBMares Wealth Management
Virginia
$4.53M +$239K +8,392 +6%
SFP
33
Sterling Financial Planning
New Jersey
$4.33M +$526K +18,470 +14%
HFS
34
Heritage Financial Services
Massachusetts
$4.23M -$72K -2,531 -2%
ST
35
Sentinel Trust
Texas
$4.2M – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.14M -$968 -34 -0%
BCG
37
Breakwater Capital Group
New Jersey
$4.07M +$69.9K +2,457 +2%
Truist Financial
38
Truist Financial
North Carolina
$3.99M +$22.3K +785 +0.6%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$3.84M +$265K +9,322 +7%
Corient Private Wealth
40
Corient Private Wealth
Florida
$3.41M +$502K +17,656 +17%
VBA
41
von Borstel & Associates
Oregon
$3.39M +$3.39M +119,273 New
TIM
42
Tortoise Investment Management
New York
$3.24M +$1.61M +56,692 +99%
MWA
43
Mills Wealth Advisors
Texas
$3.09M +$207K +7,261 +7%
Betterment LLC
44
Betterment LLC
New York
$3.04M +$642K +22,545 +27%
OIA
45
OneDigital Investment Advisors
Kansas
$2.81M -$35.1K -1,233 -1%
MCA
46
Maryland Capital Advisors
Maryland
$2.78M +$147K +5,172 +6%
DB
47
Dravo Bay
Delaware
$2.69M +$2.69M +94,587 New
VP
48
Verum Partners
North Carolina
$2.59M -$114K -4,006 -4%
SFA
49
Sequoia Financial Advisors
Ohio
$2.37M +$20.2K +708 +0.9%
CPIG
50
Chicago Partners Investment Group
Illinois
$2.27M +$64.7K +2,331 +3%
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