Dimensional Emerging Markets Value ETF
DFEV
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.
575% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 4
400% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 7
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
217% more capital invested
Capital invested by funds: $73M → $232M (+$159M)
64% more funds holding
Funds holding: 42 → 69 (+27)
34.18% more ownership
Funds ownership: 45.19% → 79.37% (+34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$37.4M |
| 2 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$28M |
| 3 |
RWM
Ritholtz Wealth Management
New York
|
+$16.5M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.43M |
| 5 |
ST
Sentinel Trust
Houston,
Texas
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.22M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.4M |
| 3 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$1.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$553K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$412K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Rockefeller Capital Management
New York
| – | -$13K | -668 | Closed |
|
DFEV Hedge Fund Activity: Q4 2022 in Review
69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q4 2022, worth a combined $232M — up 217% from $73M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DFEV positions and 7 closed out — a net gain of 28 holders — while 27 added to existing stakes and 4 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $37.4M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $8.22M sold.
- 69 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q4 2022, up from 42 in Q3 2022.
- Funds reported $232M of Dimensional Emerging Markets Value ETF stock for Q4 2022, up 217% quarter-over-quarter.
- 35 funds opened new Dimensional Emerging Markets Value ETF positions in Q4 2022 and 7 closed out, a net change of +28 holders.
- The largest Dimensional Emerging Markets Value ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $37.4M added.
- The largest Dimensional Emerging Markets Value ETF seller in Q4 2022 was Dimensional Fund Advisors, an estimated $8.22M sold.
Based on aggregated 13F filings for Q4 2022.