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Dimensional Emerging Markets Value ETF
DFEV

181 hedge funds and large institutions have $544M invested in Dimensional Emerging Markets Value ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

131% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 35

18% more funds holding

Funds holding: 154 → 181 (+27)

2% more capital invested

Capital invested by funds: $535M → $544M (+$8.97M)

0.96% more ownership

Funds ownership: 70.09% → 71.05% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
181
Holders Change
+27
Holders Change %
+17.53%
% of All Funds
2.38%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
44
Increased
81
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.09M
2
RFP
Root Financial Partners
California
+$3.94M
3
Jane Street
Jane Street
New York
+$3.73M
4
Truist Financial
Truist Financial
North Carolina
+$3.07M
5
ADL
Asset Dedication LLC
California
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
FIS
Fischer Investment Strategies
California
-$4.72M
2
ST
Sentinel Trust
Texas
-$4.2M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.99M
4
SC
Savant Capital
Illinois
-$1.49M
5
FIC
Family Investment Center
Missouri
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Blume Capital Management
California
$6.33M +$179K +6,519 +3%
DPW
27
DiNuzzo Private Wealth
Pennsylvania
$5.69M +$64.8K +2,362 +1%
RS
28
Retirement Solution
Washington
$5.44M -$18.8K -687 -0.3%
WA
29
Waverly Advisors
Alabama
$5.22M -$215K -7,825 -4%
VBA
30
von Borstel & Associates
Oregon
$4.93M +$1.88M +68,683 +58%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$4.82M +$566K +20,665 +13%
SC
32
Savant Capital
Illinois
$4.71M -$1.49M -54,518 -23%
CI
33
Cordant Inc
Oregon
$4.52M +$272K +9,912 +6%
PWM
34
PBMares Wealth Management
Virginia
$4.49M +$334K +12,174 +8%
NA
35
NewEdge Advisors
Louisiana
$4.32M -$258K -9,425 -5%
SFP
36
Sterling Financial Planning
New Jersey
$4.05M +$65.4K +2,386 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.98M +$172K +6,277 +4%
BCG
38
Breakwater Capital Group
New Jersey
$3.93M +$193K +7,055 +5%
TIM
39
Tortoise Investment Management
New York
$3.55M +$589K +21,482 +19%
Corient Private Wealth
40
Corient Private Wealth
Florida
$3.37M +$235K +8,565 +7%
Betterment LLC
41
Betterment LLC
New York
$3.34M +$567K +20,687 +19%
HFS
42
Heritage Financial Services
Massachusetts
$3.34M -$585K -21,344 -14%
UWM
43
United Wealth Management
Virginia
$3.26M +$3.4M +124,195 New
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$3.12M -$434K -15,836 -12%
MWA
45
Mills Wealth Advisors
Texas
$3.02M +$186K +6,797 +6%
MCA
46
Maryland Capital Advisors
Maryland
$2.87M +$325K +11,866 +12%
TFO
47
Timonier Family Office
North Carolina
$2.77M +$2.9M +105,806 New
DB
48
Dravo Bay
Delaware
$2.7M +$226K +8,250 +9%
EWA
49
EP Wealth Advisors
California
$2.48M +$2.6M +94,729 New
VP
50
Verum Partners
North Carolina
$2.37M -$17K -621 -0.7%
1
2
3 4 5

DFEV Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q4 2024, worth a combined $544M — up 1.7% from $535M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFEV positions and 14 closed out — a net gain of 30 holders — while 81 added to existing stakes and 35 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $6.09M. The largest seller was Fischer Investment Strategies, exiting entirely with an estimated $4.72M sold.

  • 181 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $544M of Dimensional Emerging Markets Value ETF stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Markets Value ETF positions in Q4 2024 and 14 closed out, a net change of +30 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $6.09M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q4 2024 was Fischer Investment Strategies, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2024.