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Dimensional Emerging Markets Value ETF

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: 154181 (+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: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$2.36M -$233K -8,492 -9%
LG
52
LAM Group
Oregon
$2.24M +$304K +11,090 +15%
CPIG
53
Chicago Partners Investment Group
Illinois
$2.2M +$62.2K +2,269 +3%
BAWC
54
Boyce & Associates Wealth Consulting
Texas
$2.12M +$267K +9,737 +14%
AWP
55
Astra Wealth Partners
New Jersey
$2.1M +$2.2M +80,237 New
WAN
56
Wealth Advisors Northwest
Oregon
$2.1M +$2.2M +80,077 New
SFA
57
Sequoia Financial Advisors
Ohio
$2.08M -$109K -3,983 -5%
AF
58
Allworth Financial
California
$2.04M -$62.6K -2,285 -3%
BOC
59
Blue Oak Capital
California
$2.04M +$2.13M +77,710 New
SDWIA
60
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.01M +$10.8K +394 +0.5%
GJIA
61
Glass Jacobson Investment Advisors
Maryland
$1.99M +$142K +5,167 +7%
SPIA
62
Steward Partners Investment Advisory
New York
$1.94M +$35K +1,277 +2%
VPWA
63
Vestia Personal Wealth Advisors
Indiana
$1.85M +$442K +16,139 +30%
EFA
64
Edge Financial Advisors
Illinois
$1.79M -$53.2K -1,940 -3%
WWWM
65
White Wing Wealth Management
Texas
$1.75M +$41.2K +1,502 +2%
MA
66
McGrath & Associates
North Carolina
$1.71M +$1.79M +65,356 New
AC
67
Applied Capital
Arkansas
$1.59M +$78.5K +2,865 +5%
JP Morgan Chase
68
JP Morgan Chase
New York
$1.49M +$89.6K +3,268 +6%
EWA
69
EQ Wealth Advisors
Texas
$1.46M +$1.53M +55,814 New
AHL
70
Abel Hall LLC
Louisiana
$1.45M +$98.8K +3,605 +7%
EFP
71
EnRich Financial Partners
Wisconsin
$1.38M -$14.2K -519 -1%
Bank of America
72
Bank of America
North Carolina
$1.35M +$175K +6,395 +14%
GBFP
73
Golden Bell Financial Planning
Georgia
$1.3M +$1.36M +49,717 New
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.28M +$36.7K +1,339 +3%
FFA
75
Farther Finance Advisors
California
$1.23M +$373K +13,619 +41%

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.