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Dimensional Emerging Markets Value ETF

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: 154181 (+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: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$587K +$225K +8,212 +58%
TIAM2
102
Tru Independence Asset Management 2
Oregon
$580K +$411K +14,999 +211%
DWT
103
Dorsey & Whitney Trust
South Dakota
$569K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$559K +$420K +15,308 +254%
UA
105
Unison Advisors
District of Columbia
$551K -$2.88K -105 -0.5%
WMN
106
Wealth Management Nebraska
Nebraska
$487K +$510K +18,594 New
MFT
107
Moisand Fitzgerald Tamayo
Florida
$486K +$1.84K +67 +0.4%
RK
108
Rather & Kittrell
Tennessee
$485K +$21.8K +797 +5%
BAM
109
BOS Asset Management
Illinois
$481K +$4.25K +155 +0.9%
RFP
110
RCS Financial Planning
Maryland
$475K -$41.6K -1,518 -8%
HA
111
Hanover Advisors
South Carolina
$471K -$5.98K -218 -1%
TP
112
Tranquility Partners
Tennessee
$403K -$32.2K -1,174 -7%
Citadel Advisors
113
Citadel Advisors
Florida
$398K +$417K +15,204 New
TWCA
114
Two West Capital Advisors
Kansas
$396K +$33.7K +1,228 +9%
HWMT
115
Heritage Wealth Management (Texas)
Texas
$379K +$2.69K +98 +0.7%
PWM
116
Perigon Wealth Management
California
$379K +$400K +14,593 New
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$359K +$12.2K +445 +3%
SFP
118
SwitchPoint Financial Planning
Utah
$359K +$375K +13,697 New
FWP
119
Firethorn Wealth Partners
Georgia
$347K -$20.8K -757 -5%
PFA
120
Pettinga Financial Advisors
Indiana
$344K -$93.2K -3,400 -21%
GPW
121
Gentry Private Wealth
Kansas
$337K -$55.6K -2,029 -14%
CA
122
Clune & Associates
Illinois
$325K +$340K +12,404 New
NCM
123
NCM Capital Management
New Jersey
$320K +$49.3K +1,800 +17%
DWM
124
Daner Wealth Management
Georgia
$318K +$327K +11,930 New
FFG
125
Fiduciary Financial Group
California
$311K -$5.4K -197 -2%

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.