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Dimensional Emerging Markets Value ETF

27 hedge funds and large institutions have $987M invested in Dimensional Emerging Markets Value ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

54.1% more ownership

Funds ownership: 0%54.1% (+54%)

Holders
27
Holders Change
+27
Holders Change %
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$933M +$9.75M +400,000 New
ADL
2
Asset Dedication LLC
California
$23.7M +$24.8M +1,017,081 New
3LCM
3
3D/L Capital Management
Connecticut
$11.3M +$11.8M +485,554 New
NCM
4
Northland Capital Management
Minnesota
$2.93M +$3.06M +125,690 New
OMC
5
Old Mission Capital
Illinois
$2.29M +$2.39M +97,927 New
CPA
6
Cardiff Park Advisors
California
$2.1M +$2.2M +90,125 New
ACP
7
Aveo Capital Partners
Colorado
$1.88M +$1.96M +80,388 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.62M +$1.69M +69,334 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.3M +$1.36M +55,751 New
BPA
10
Beacon Pointe Advisors
California
$1.18M +$1.23M +50,404 New
GLLW
11
Graves Light Lenhart Wealth
Virginia
$1.14M +$1.2M +49,021 New
AC
12
Applied Capital
Arkansas
$701K +$733K +30,059 New
EAM
13
Evanson Asset Management
California
$567K +$592K +24,288 New
BSW
14
Buckingham Strategic Wealth
Missouri
$557K +$582K +23,855 New
AA
15
Alesco Advisors
New York
$527K +$551K +22,584 New
CL
16
CPWM LLC
Washington
$511K +$534K +21,896 New
UA
17
Unison Advisors
District of Columbia
$493K +$515K +21,120 New
MCA
18
Maryland Capital Advisors
Maryland
$354K +$370K +15,185 New
Osaic Holdings
19
Osaic Holdings
Arizona
$245K +$256K +10,514 New
SC
20
Schubert & Co
Texas
$87K +$90.6K +3,716 New
CI
21
Cordant Inc
Oregon
$58K +$60.1K +2,466 New
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$57.5K +2,359 New
MFT
23
Moisand Fitzgerald Tamayo
Florida
$36K +$37.4K +1,533 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$25K +$26.8K +1,099 New
UBS Group
25
UBS Group
Switzerland
$24K +$24.7K +1,015 New

DFEV Hedge Fund Activity: Q2 2022 in Review

27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q2 2022, worth a combined $987M.

Buyers outnumbered sellers: 27 funds opened new DFEV positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Asset Dedication LLC, opening a new position worth an estimated $24.8M.

  • 27 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $987M of Dimensional Emerging Markets Value ETF stock for Q2 2022.
  • 27 funds opened new Dimensional Emerging Markets Value ETF positions in Q2 2022 and 0 closed out, a net change of +27 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q2 2022 was Asset Dedication LLC, an estimated $24.8M added.

Based on aggregated 13F filings for Q2 2022.