We are live on ! Find out more
DFEV icon

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
GEA
76
Glen Eagle Advisors
New Jersey
$116K +$116K +4,960 New
AF
77
Allworth Financial
California
$98.5K – – –
AA
78
Ancora Advisors
Ohio
$91.9K +$92.3K +3,931 New
RLIM
79
Red Lighthouse Investment Management
New York
$88.2K +$88.6K +3,773 New
FFA
80
Farther Finance Advisors
California
$87.5K +$87.9K +3,745 New
Wells Fargo
81
Wells Fargo
California
$67.2K +$67.5K +2,875 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$40K – – –
GRP
83
Global Retirement Partners
California
$28.6K – – –
AWM
84
Aspire Wealth Management
Massachusetts
$26.9K +$22.4K +954 +482%
ME
85
McIlrath & Eck
Washington
$18.5K – – –
PFM
86
Phillips Financial Management
Indiana
$14.4K +$14.4K +615 New
YAL
87
Your Advocates Ltd
Texas
$9.98K – – –
OLVIG
88
Oliver Lagore Vanvalin Investment Group
Michigan
$7.76K +$7.79K +332 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.87K +$1.88K +80 New
RWM
90
Ruedi Wealth Management
Illinois
$1.31K – – –
VCM
91
Vivaldi Capital Management
Illinois
– -$611K -25,838 Closed
UBS Group
92
UBS Group
Switzerland
– -$8.59K -380 Closed
IA
93
IFP Advisors
Florida
– -$2K -68 Closed
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.