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Dimensional Emerging Markets Value ETF
DFEV

154 hedge funds and large institutions have $535M invested in Dimensional Emerging Markets Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

181% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 31

17% more capital invested

Capital invested by funds: $458M → $535M (+$77M)

6% more funds holding

Funds holding: 145 → 154 (+9)

2.45% more ownership

Funds ownership: 67.64% → 70.09% (+2.4%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
13
Increased
87
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$26.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.52M
3
RFP
Root Financial Partners
California
+$3.44M
4
FIS
Fischer Investment Strategies
California
+$2.79M
5
ADL
Asset Dedication LLC
California
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.72M
2
FTUS
Flow Traders U.S.
New York
-$2.32M
3
AWS
Atria Wealth Solutions
New York
-$908K
4
OMC
Old Mission Capital
Illinois
-$701K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$2.27M +$63.8K +2,331 +3%
AF
52
Allworth Financial
California
$2.26M -$46.8K -1,711 -2%
SDWIA
53
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.17M +$186K +6,798 +10%
LG
54
LAM Group
Oregon
$2.11M -$9.72K -355 -0.5%
SPIA
55
Steward Partners Investment Advisory
New York
$2.07M -$63.3K -2,312 -3%
BAWC
56
Boyce & Associates Wealth Consulting
Texas
$2.02M +$81.3K +2,971 +4%
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$2.01M +$118K +4,308 +6%
EFA
58
Edge Financial Advisors
Illinois
$2M +$406K +14,847 +27%
WWWM
59
White Wing Wealth Management
Texas
$1.85M -$138K -5,026 -7%
AC
60
Applied Capital
Arkansas
$1.64M +$26.5K +969 +2%
VPWA
61
Vestia Personal Wealth Advisors
Indiana
$1.55M +$138K +5,029 +10%
JP Morgan Chase
62
JP Morgan Chase
New York
$1.52M -$37.5K -1,368 -2%
EFP
63
EnRich Financial Partners
Wisconsin
$1.51M -$520 -19 -0%
AHL
64
Abel Hall LLC
Louisiana
$1.47M -$44.2K -1,613 -3%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.36M +$1.31K +48 +0.1%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.31M -$57.3K -2,092 -4%
Bank of America
67
Bank of America
North Carolina
$1.29M +$164K +5,981 +15%
CPA
68
Cardiff Park Advisors
California
$1.16M +$134K +4,911 +14%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$1.15M +$1.09M +39,890 +25,247%
MC
70
Matisse Capital
Oregon
$1.15M – – –
MWA
71
Monograph Wealth Advisors
California
$987K – – –
SWA
72
Strata Wealth Advisors
Texas
$970K +$155K +5,674 +20%
PWIA
73
Porter White Investment Advisors
Alabama
$963K +$10.7K +392 +1%
OMC
74
Old Mission Capital
Illinois
$957K -$701K -25,613 -43%
FFA
75
Farther Finance Advisors
California
$950K +$908K +33,149 +14,603%
1 2
3
4 5

DFEV Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q3 2024, worth a combined $535M — up 17% from $458M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFEV positions and 3 closed out — a net gain of 10 holders — while 87 added to existing stakes and 31 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $26.3M. The largest seller was Jane Street, cutting an estimated $4.72M.

  • 154 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q3 2024, up from 145 in Q2 2024.
  • Funds reported $535M of Dimensional Emerging Markets Value ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 13 funds opened new Dimensional Emerging Markets Value ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q3 2024 was HighTower Advisors, an estimated $26.3M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q3 2024 was Jane Street, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2024.