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Dimensional Emerging Markets Value ETF
DFEV

Overview Fund Activity

69 hedge funds and large institutions have $232M invested in Dimensional Emerging Markets Value ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+27
Holders Change %
+64.29%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
27
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$38.6M
2
HFS
2
Heritage Financial Services
Massachusetts
$28.9M
3
RWM
3
Ritholtz Wealth Management
New York
$17M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.66M
5
ST
5
Sentinel Trust
Texas
$6.47M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
RA
2
RFG Advisory
Alabama
$0
3
CPA
3
Cardiff Park Advisors
California
$1.05M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
WP
5
WealthSource Partners
California
$613K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
51
Breakwater Capital Group
New Jersey
$333K +$333K +14,722 New
HWMT
52
Heritage Wealth Management (Texas)
Texas
$315K +$315K +13,924 New
SPC
53
Sigma Planning Corp
Michigan
$281K +$281K +12,433 New
ASN
54
Advisory Services Network
Georgia
$255K +$255K +11,297 New
KAS
55
Kestra Advisory Services
Texas
$245K +$245K +10,839 New
TIM
56
Tortoise Investment Management
New York
$224K -$21.5K -953 -9%
IFA
57
Index Fund Advisors
California
$217K +$217K +9,581 New
AIS
58
American Investment Services
Massachusetts
$211K +$211K +9,348 New
MAA
59
Mraz Amerine & Associates
California
$211K +$211K +9,340 New
SC
60
Schubert & Co
Texas
$127K -$5.86K -259 -4%
AF
61
Allworth Financial
California
$95.3K +$95.3K +4,215 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$38K +$38K +1,700 New
GRP
63
Global Retirement Partners
California
$27.4K +$27.4K +1,213 New
ME
64
McIlrath & Eck
Washington
$17.9K – – –
YAL
65
Your Advocates Ltd
Texas
$9.65K – – –
UBS Group
66
UBS Group
Switzerland
$8.59K +$8.59K +380 New
AWM
67
Aspire Wealth Management
Massachusetts
$4.48K +$4.48K +198 New
IA
68
IFP Advisors
Florida
$2K – – –
RWM
69
Ruedi Wealth Management
Illinois
$1.27K +$1.27K +56 New
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
– -$8.22M -400,000 Closed
RA
71
RFG Advisory
Alabama
– -$1.4M -64,654 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$553K -26,917 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$268K -13,036 Closed
BSW
74
Buckingham Strategic Wealth
Missouri
– -$263K -12,810 Closed
GTAM
75
Global Trust Asset Management
Florida
– -$25K -1,200 Closed
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