We are live on ! Find out more
DFEV icon

Dimensional Emerging Markets Value ETF
DFEV

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: 154 → 181 (+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: 7 → 7 (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
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.09M
2
RFP
Root Financial Partners
California
+$3.94M
3
Jane Street
Jane Street
New York
+$3.73M
4
Truist Financial
Truist Financial
North Carolina
+$3.07M
5
ADL
Asset Dedication LLC
California
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
FIS
Fischer Investment Strategies
California
-$4.72M
2
ST
Sentinel Trust
Texas
-$4.2M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.99M
4
SC
Savant Capital
Illinois
-$1.49M
5
FIC
Family Investment Center
Missouri
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
76
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.19M +$1.24M +45,403 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$1.18M -$16.8K -613 -1%
SWA
78
Sax Wealth Advisors
New Jersey
$1.17M +$1.22M +44,595 New
CPA
79
Cardiff Park Advisors
California
$1.16M +$92.8K +3,385 +8%
SWM
80
Spire Wealth Management
Virginia
$1.15M +$1.2M +43,717 New
PS
81
Pinney & Scofield
Massachusetts
$1.07M +$1.12M +40,835 New
MC
82
Matisse Capital
Oregon
$1.04M -$16.4K -600 -1%
KAS
83
Kestra Advisory Services
Texas
$1.02M +$271K +9,903 +34%
SWA
84
Strata Wealth Advisors
Texas
$967K +$77.3K +2,820 +8%
VPF
85
Vantage Point Financial
Illinois
$935K +$978K +35,688 New
PWIA
86
Porter White Investment Advisors
Alabama
$918K +$33.2K +1,210 +4%
MWA
87
Monograph Wealth Advisors
California
$909K – – –
Osaic Holdings
88
Osaic Holdings
Arizona
$852K +$42.7K +1,557 +5%
OA
89
Oceanside Advisors
South Carolina
$850K +$110K +4,017 +14%
FFM
90
Forum Financial Management
Illinois
$847K +$654K +23,869 +283%
EFA
91
Efficient Frontier Advisors
Connecticut
$841K – – –
GC
92
Gibson Capital
Pennsylvania
$838K – – –
VCM
93
Versant Capital Management
Arizona
$782K +$151K +5,491 +23%
SC
94
Schubert & Co
Texas
$742K -$685 -25 -0.1%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$737K +$197K +7,193 +34%
JWA
96
JFS Wealth Advisors
Pennsylvania
$664K -$10.4K -380 -1%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$664K +$694K +25,319 New
GFA
98
Grunden Financial Advisory
Texas
$649K +$234K +8,546 +53%
CL
99
CSS LLC
Illinois
$615K +$54.8K +2,000 +9%
AFG
100
Altiora Financial Group
Ohio
$594K – – –
2 3
4
5 6

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.