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Dimensional Emerging Markets Value ETF
DFEV

145 hedge funds and large institutions have $458M invested in Dimensional Emerging Markets Value ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

18% more capital invested

Capital invested by funds: $387M → $458M (+$70.1M)

15% more funds holding

Funds holding: 126 → 145 (+19)

0.44% less ownership

Funds ownership: 68.08% → 67.64% (-0.44%)

Holders
145
Holders Change
+19
Holders Change %
+15.08%
% of All Funds
2.09%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
22
Increased
75
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIC
Family Investment Center
Missouri
+$8.48M
2
WA
Waverly Advisors
Alabama
+$5.65M
3
SC
Savant Capital
Illinois
+$4.14M
4
ADL
Asset Dedication LLC
California
+$3.48M
5
FTUS
Flow Traders U.S.
New York
+$2.95M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.29M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.92M
3
HFS
Heritage Financial Services
Massachusetts
-$715K
4
LNC
Lincoln National Corp
Pennsylvania
-$586K
5
RFP
RCS Financial Planning
Maryland
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
101
Fiduciary Financial Group
California
$348K +$331K +12,300 New
BOSSRA
102
B.O.S.S. Retirement Advisors
Utah
$348K +$340K +12,654 New
SC
103
Schubert & Co
Texas
$340K – – –
PFA
104
Pettinga Financial Advisors
Indiana
$293K -$37.6K -1,397 -12%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$287K +$281K +10,440 New
GAM
106
Gemmer Asset Management
California
$274K +$268K +9,980 New
AIS
107
American Investment Services
Massachusetts
$274K -$21.2K -789 -7%
RWM
108
Rockwood Wealth Management
Pennsylvania
$267K +$261K +9,705 New
RCAG
109
Rehmann Capital Advisory Group
Michigan
$266K -$887 -33 -0.3%
IWC
110
Integrated Wealth Concepts
Massachusetts
$260K +$28.1K +1,047 +12%
MAA
111
Mraz Amerine & Associates
California
$249K -$10.8K -400 -4%
LPL Financial
112
LPL Financial
California
$233K +$228K +8,475 New
FFM
113
Forum Financial Management
Illinois
$232K – – –
EH
114
Equitable Holdings
New York
$229K -$17.9K -665 -7%
ECM
115
Evergreen Capital Management
Washington
$217K – – –
SAG
116
SageView Advisory Group
California
$213K +$208K +7,743 New
EWA
117
Elevate Wealth Advisory
Georgia
$183K – – –
AA
118
Ancora Advisors
Ohio
$148K +$23.8K +886 +20%
GEA
119
Glen Eagle Advisors
New Jersey
$136K – – –
BGAI
120
Bruce G. Allen Investments
Colorado
$128K +$914 +34 +0.7%
RLIM
121
Red Lighthouse Investment Management
New York
$121K – – –
PFM
122
Phillips Financial Management
Indiana
$116K +$18.1K +675 +19%
VC
123
Vestor Capital
Illinois
$102K +$99.5K +3,700 New
FC
124
Family CFO
California
$69.2K – – –
AWM
125
Avondale Wealth Management
Texas
$55K -$53.8K -2,000 -50%
2 3 4
5
6

DFEV Hedge Fund Activity: Q2 2024 in Review

145 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q2 2024, worth a combined $458M — up 18% from $387M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFEV positions and 3 closed out — a net gain of 19 holders — while 75 added to existing stakes and 27 trimmed.

The largest buyer was Family Investment Center, adding an estimated $8.48M. The largest seller was Bank of Montreal, cutting an estimated $5.29M.

  • 145 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q2 2024, up from 126 in Q1 2024.
  • Funds reported $458M of Dimensional Emerging Markets Value ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Dimensional Emerging Markets Value ETF positions in Q2 2024 and 3 closed out, a net change of +19 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q2 2024 was Family Investment Center, an estimated $8.48M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q2 2024 was Bank of Montreal, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2024.