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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
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$171K -$606K -22,138 -79%
PFM
127
Phillips Financial Management
Indiana
$141K +$20.6K +754 +18%
GEA
128
Glen Eagle Advisors
New Jersey
$141K – – –
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$139K +$118K +4,312 +713%
BGAI
130
Bruce G. Allen Investments
Colorado
$134K +$1.75K +64 +1%
GM
131
GeoWealth Management
Illinois
$130K +$125K +4,573 New
RLIM
132
Red Lighthouse Investment Management
New York
$125K – – –
VC
133
Vestor Capital
Illinois
$105K – – –
FC
134
Family CFO
California
$71.6K – – –
Citigroup
135
Citigroup
New York
$62.2K +$59.8K +2,185 New
Morgan Stanley
136
Morgan Stanley
New York
$57.7K +$23.1K +842 +71%
AWM
137
Avondale Wealth Management
Texas
$56.9K – – –
AWM
138
Aspire Wealth Management
Massachusetts
$41.2K – – –
Comerica Bank
139
Comerica Bank
Texas
$39K – – –
APC
140
Aspire Private Capital
North Carolina
$38K -$3.01K -110 -8%
DF
141
DecisionPoint Financial
Arizona
$25.9K – – –
CAS
142
Coppell Advisory Solutions
Texas
$22.9K -$712 -26 -3%
ME
143
McIlrath & Eck
Washington
$22.6K – – –
US Bancorp
144
US Bancorp
Minnesota
$21.7K – – –
GRP
145
Global Retirement Partners
California
$21.2K – – –
ACA
146
Aptus Capital Advisors
Alabama
$15.1K +$14.5K +530 New
CTWM
147
Cherry Tree Wealth Management
Minnesota
$12.9K +$12.4K +454 New
YAL
148
Your Advocates Ltd
Texas
$12.2K – – –
OLVIG
149
Oliver Lagore Vanvalin Investment Group
Michigan
$11.2K +$1.18K +43 +12%
PCA
150
Providence Capital Advisors
North Carolina
$8.22K – – –
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.