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Dimensional Emerging Markets Value ETF
DFEV

90 hedge funds and large institutions have $269M invested in Dimensional Emerging Markets Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

350% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 10

30% more funds holding

Funds holding: 69 → 90 (+21)

16% more capital invested

Capital invested by funds: $232M → $269M (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7.5% less ownership

Funds ownership: 79.37% → 71.87% (-7.5%)

Holders
90
Holders Change
+21
Holders Change %
+30.43%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Heritage Financial Services
Massachusetts
+$3.97M
2
BPA
Beacon Pointe Advisors
California
+$3.19M
3
ADL
Asset Dedication LLC
California
+$3.17M
4
DSCM
Del-Sette Capital Management
New York
+$3.05M
5
ST
Sentinel Trust
Texas
+$2.98M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$17.6M
2
FTUS
Flow Traders U.S.
New York
-$1.03M
3
Jane Street
Jane Street
New York
-$730K
4
VCM
Vivaldi Capital Management
Illinois
-$611K
5
3LCM
3D/L Capital Management
Connecticut
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
UA
51
Unison Advisors
District of Columbia
$666K -$2.02K -86 -0.3%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$642K +$645K +27,463 New
ACG
53
Allen Capital Group
Nebraska
$590K +$592K +25,219 New
HighTower Advisors
54
HighTower Advisors
Illinois
$589K +$593K +25,252 New
TFA
55
Triad Financial Advisors
North Carolina
$574K -$127K -5,415 -18%
WP
56
WealthSource Partners
California
$573K -$61.5K -2,620 -10%
NA
57
NewEdge Advisors
Louisiana
$562K +$112K +4,784 +25%
AFG
58
Altiora Financial Group
Ohio
$529K – – –
AWM
59
Avondale Wealth Management
Texas
$503K +$505K +21,500 New
RFP
60
Root Financial Partners
California
$481K +$483K +20,570 New
PWIA
61
Porter White Investment Advisors
Alabama
$461K +$51.7K +2,204 +13%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$442K +$443K +18,890 New
MFT
63
Moisand Fitzgerald Tamayo
Florida
$400K -$75.2K -3,204 -16%
SPC
64
Sigma Planning Corp
Michigan
$331K +$40.8K +1,737 +14%
HWMT
65
Heritage Wealth Management (Texas)
Texas
$325K – – –
TIM
66
Tortoise Investment Management
New York
$276K +$44.4K +1,890 +19%
KAS
67
Kestra Advisory Services
Texas
$271K +$17.7K +753 +7%
AAS
68
Avantax Advisory Services
Texas
$248K +$249K +10,606 New
LPL Financial
69
LPL Financial
California
$244K +$245K +10,419 New
SC
70
Schubert & Co
Texas
$243K +$112K +4,774 +85%
Betterment LLC
71
Betterment LLC
New York
$237K +$237K +10,118 New
LNC
72
Lincoln National Corp
Pennsylvania
$228K +$229K +9,769 New
ASN
73
Advisory Services Network
Georgia
$224K -$40.1K -1,708 -15%
MAA
74
Mraz Amerine & Associates
California
$218K – – –
AIS
75
American Investment Services
Massachusetts
$211K – – –
1 2
3
4

DFEV Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q1 2023, worth a combined $269M — up 16% from $232M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFEV positions and 3 closed out — a net gain of 22 holders — while 45 added to existing stakes and 10 trimmed.

The largest buyer was Heritage Financial Services, adding an estimated $3.97M. The largest seller was Pathstone Family Office, cutting an estimated $17.6M.

  • 90 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $269M of Dimensional Emerging Markets Value ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 25 funds opened new Dimensional Emerging Markets Value ETF positions in Q1 2023 and 3 closed out, a net change of +22 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q1 2023 was Heritage Financial Services, an estimated $3.97M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q1 2023 was Pathstone Family Office, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.