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Dimensional Emerging Markets Value ETF
DFEV

154 hedge funds and large institutions have $535M invested in Dimensional Emerging Markets Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

181% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 31

17% more capital invested

Capital invested by funds: $458M → $535M (+$77M)

6% more funds holding

Funds holding: 145 → 154 (+9)

2.45% more ownership

Funds ownership: 67.64% → 70.09% (+2.4%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
13
Increased
87
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$26.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.52M
3
RFP
Root Financial Partners
California
+$3.44M
4
FIS
Fischer Investment Strategies
California
+$2.79M
5
ADL
Asset Dedication LLC
California
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.72M
2
FTUS
Flow Traders U.S.
New York
-$2.32M
3
AWS
Atria Wealth Solutions
New York
-$908K
4
OMC
Old Mission Capital
Illinois
-$701K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
101
Gentry Private Wealth
Kansas
$424K +$11.9K +435 +3%
BOSSRA
102
B.O.S.S. Retirement Advisors
Utah
$418K +$55.4K +2,023 +16%
HWMT
103
Heritage Wealth Management (Texas)
Texas
$409K +$4.6K +168 +1%
LPL Financial
104
LPL Financial
California
$404K +$157K +5,725 +68%
LCM
105
Lazari Capital Management
California
$403K -$20.5K -750 -5%
FWP
106
Firethorn Wealth Partners
Georgia
$398K -$14.2K -520 -4%
TWCA
107
Two West Capital Advisors
Kansas
$395K +$13.2K +482 +4%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$378K +$363K +13,270 New
FFG
109
Fiduciary Financial Group
California
$351K +$2.22K +81 +0.7%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$336K +$37.3K +1,362 +13%
AIS
111
American Investment Services
Massachusetts
$296K +$11.7K +428 +4%
NCM
112
NCM Capital Management
New Jersey
$296K +$285K +10,400 New
RCAG
113
Rehmann Capital Advisory Group
Michigan
$280K +$4.03K +147 +2%
RWM
114
Rockwood Wealth Management
Pennsylvania
$278K +$1.92K +70 +0.7%
IWC
115
Integrated Wealth Concepts
Massachusetts
$272K +$3.23K +118 +1%
MAA
116
Mraz Amerine & Associates
California
$258K – – –
FFM
117
Forum Financial Management
Illinois
$240K – – –
SAG
118
SageView Advisory Group
California
$229K +$7.83K +286 +4%
ECM
119
Evergreen Capital Management
Washington
$225K – – –
GAM
120
GEM Asset Management
Michigan
$216K +$203K +7,414 New
GAM
121
Gemmer Asset Management
California
$215K -$66.8K -2,441 -24%
NL
122
NWAM LLC
Washington
$208K +$200K +7,296 New
TIAM2
123
Tru Independence Asset Management 2
Oregon
$202K +$195K +7,114 New
EWA
124
Elevate Wealth Advisory
Georgia
$191K +$1.18K +43 +0.6%
AA
125
Ancora Advisors
Ohio
$173K +$18.7K +683 +13%
3 4
5
6 7

DFEV Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q3 2024, worth a combined $535M — up 17% from $458M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFEV positions and 3 closed out — a net gain of 10 holders — while 87 added to existing stakes and 31 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $26.3M. The largest seller was Jane Street, cutting an estimated $4.72M.

  • 154 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q3 2024, up from 145 in Q2 2024.
  • Funds reported $535M of Dimensional Emerging Markets Value ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 13 funds opened new Dimensional Emerging Markets Value ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q3 2024 was HighTower Advisors, an estimated $26.3M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q3 2024 was Jane Street, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2024.