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
EH
126
Equitable Holdings
New York
$304K +$318K +11,584 New
AIS
127
American Investment Services
Massachusetts
$268K -$4.93K -180 -2%
RCAG
128
Rehmann Capital Advisory Group
Michigan
$264K +$6.74K +246 +3%
LWM
129
Lionshead Wealth Management
New York
$261K +$273K +9,960 New
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$259K -$226K -8,233 -45%
RWM
131
Rockwood Wealth Management
Pennsylvania
$258K +$1.18K +43 +0.4%
PAM
132
Pacific Asset Management
Washington
$253K +$265K +9,664 New
IWC
133
Integrated Wealth Concepts
Massachusetts
$253K +$1.97K +72 +0.8%
LPFG
134
Landing Point Financial Group
Ohio
$251K +$256K +9,330 New
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$245K -$66.9K -2,442 -21%
LCM
136
Lazari Capital Management
California
$240K -$137K -4,995 -35%
MAA
137
Mraz Amerine & Associates
California
$238K – – –
PAS
138
Park Avenue Securities
New York
$237K +$248K +9,033 New
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$235K +$245K +8,948 New
SPI
140
Sutton Place Investors
New York
$227K +$237K +8,656 New
WWA
141
Wingate Wealth Advisors
Massachusetts
$225K +$236K +8,593 New
AWA
142
Acorn Wealth Advisors
Michigan
$219K +$229K +8,357 New
SAG
143
SageView Advisory Group
California
$211K +$192 +7 +0.1%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$207K +$217K +7,905 New
ECM
145
Evergreen Capital Management
Washington
$207K – – –
Morgan Stanley
146
Morgan Stanley
New York
$202K +$156K +5,679 +280%
GM
147
GeoWealth Management
Illinois
$183K +$66.5K +2,425 +53%
EWA
148
Elevate Wealth Advisory
Georgia
$176K – – –
AA
149
Ancora Advisors
Ohio
$164K +$4.69K +171 +3%
Citigroup
150
Citigroup
New York
$134K +$80.7K +2,944 +135%
4 5
6
7 8

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.